Cornerstone Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cornerstone Wealth Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.76M	Sell	55,403 -4,415	-7%	-$441K	0.37%	76
2025 Q4	$5.76M	Sell	59,818 -7,390	-11%	-$711K	0.39%	76
2025 Q3	$6.49M	Sell	67,208 -3,025	-4%	-$287K	0.44%	62
2025 Q2	$6.46M	Sell	70,233 -2,650	-4%	-$229K	0.48%	56
2025 Q1	$6.2M	Sell	72,883 -5,365	-7%	-$478K	0.51%	56
2024 Q4	$6.92M	Buy	78,248 +2,098	+3%	+$190K	0.57%	43
2024 Q3	$6.71M	Sell	76,150 -1,033	-1%	-$87K	0.56%	47
2024 Q2	$6.26M	Buy	77,183 +1,481	+2%	+$121K	0.56%	45
2024 Q1	$6.37M	Buy	+75,702	New	+$6M	0.59%	47

Other funds holding IWR

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return