Cornerstone Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cornerstone Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$832K	Buy	2,031 +474	+30%	+$188K	0.04%	372
2026 Q1	$555K	Hold	1,557	–	–	0.03%	420
2025 Q4	$582K	Buy	1,557 +49	+3%	+$18.1K	0.03%	391
2025 Q3	$551K	Buy	1,508 +45	+3%	+$15.8K	0.03%	398
2025 Q2	$497K	Hold	1,463	–	–	0.03%	395
2025 Q1	$449K	Buy	1,463 +16	+1%	+$5.17K	0.03%	387
2024 Q4	$466K	Buy	1,447 +94	+7%	+$30.4K	0.03%	368
2024 Q3	$425K	Sell	1,353 -9	-0.7%	-$2.73K	0.03%	389
2024 Q2	$405K	Buy	1,362 +9	+0.7%	+$2.58K	0.03%	372
2024 Q1	$390K	Hold	1,353	–	–	0.03%	380
2023 Q4	$355K	Buy	1,353 +6	+0.4%	+$1.47K	0.03%	387
2023 Q3	$316K	Buy	1,347 +14	+1%	+$3.43K	0.03%	412
2023 Q2	$325K	Buy	+1,333	New	+$307K	0.03%	386

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Management's IWB Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 30% in Q2 2026, buying an estimated $188K and bringing the position to 2,031 shares worth $832K. The position accounts for 0.04% of the portfolio, ranked #372.

Cornerstone Wealth Management first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cornerstone Wealth Management held 2,031 shares of iShares Russell 1000 ETF worth $832K as of Q2 2026.
Cornerstone Wealth Management bought 474 iShares Russell 1000 ETF shares in Q2 2026, an estimated $188K.
iShares Russell 1000 ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #372 holding.
Cornerstone Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.