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Cornerstone Wealth Group’s iShares Russell 3000 ETF IWV Stock Holding History

Cornerstone Wealth Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-711
Closed -$226K – 326
2025
Q1 		$226K Sell
711
-62
-8% -$20.8K 0.02% 261
2024
Q4 		$258K Sell
773
-3
-0.4% -$1.01K 0.02% 229
2024
Q3 		$254K Hold
776
– – 0.02% 222
2024
Q2 		$240K Sell
776
-6
-0.8% -$1.79K 0.02% 221
2024
Q1 		$235K Buy
+782
New +$223K 0.02% 216

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Wealth Group's IWV Position: Q2 2025 in Review

Cornerstone Wealth Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 711 shares — an estimated $226K sold.

Cornerstone Wealth Group first reported a position in IWV in Q1 2024 and held it in 5 quarters. The position peaked at $258K in Q4 2024. 824 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • Cornerstone Wealth Group reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 711 iShares Russell 3000 ETF shares in Q2 2025, an estimated $226K.
  • Cornerstone Wealth Group first reported a position in iShares Russell 3000 ETF in Q1 2024 and held it in 5 quarters.
  • Cornerstone Wealth Group's iShares Russell 3000 ETF position peaked at $258K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Cornerstone Wealth Group's 13F filing for Q2 2025, filed 28 Jul 2025.