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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
2018
Q4 		– Sell
-37,781
Closed -$267K – 748
2018
Q3 		$267K Buy
37,781
+17,971
+91% +$2.85M ﹤0.01% 1107
2018
Q2 		$130K Buy
+19,810
New +$2.98M ﹤0.01% 1391

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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 2018 and has held it in 15 quarters since. 455 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 2018 and has held it in 15 quarters since.
  • 455 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.