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 Q3	$1.45M	Buy	3,479 +1,448	+71%	+$602K	0.06%	268
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%	+$18.2K	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 $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cornerstone Wealth Management's IWB Position: Q3 2026 in Review

Cornerstone Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 71% in Q3 2026, buying an estimated $602K and bringing the position to 3,479 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #268.

Cornerstone Wealth Management first reported a position in IWB in Q2 2023 and has held it in 14 quarters since. 1,238 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Cornerstone Wealth Management held 3,479 shares of iShares Russell 1000 ETF worth $1.45M as of Q3 2026.
Cornerstone Wealth Management bought 1,448 iShares Russell 1000 ETF shares in Q3 2026, an estimated $602K.
iShares Russell 1000 ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #268 holding.
Cornerstone Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 14 quarters since.
1,238 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.