Cornerstone Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.3M | Sell |
5,254
-82
| -2% | -$20.7K | 0.05% | 288 |
|
|
2026
Q2 | $1.29M | Buy |
5,336
+23
| +0.4% | +$5.36K | 0.06% | 294 |
|
|
2026
Q1 | $1.14M | Sell |
5,313
-173
| -3% | -$37.9K | 0.06% | 293 |
|
|
2025
Q4 | $1.15M | Buy |
5,486
+2
| +0% | +$413 | 0.06% | 269 |
|
|
2025
Q3 | $1.12M | Sell |
5,484
-58
| -1% | -$11.5K | 0.06% | 262 |
|
|
2025
Q2 | $1.08M | Sell |
5,542
-21
| -0.4% | -$3.89K | 0.07% | 252 |
|
|
2025
Q1 | $1.05M | Sell |
5,563
-43
| -0.8% | -$8.19K | 0.07% | 234 |
|
|
2024
Q4 | $1.04M | Sell |
5,606
-69
| -1% | -$13.2K | 0.07% | 225 |
|
|
2024
Q3 | $1.08M | Sell |
5,675
-54
| -0.9% | -$9.8K | 0.08% | 207 |
|
|
2024
Q2 | $1000K | Buy |
5,729
+60
| +1% | +$10.5K | 0.08% | 204 |
|
|
2024
Q1 | $1.02M | Sell |
5,669
-823
| -13% | -$139K | 0.08% | 200 |
|
|
2023
Q4 | $1.07M | Buy |
6,492
+23
| +0.4% | +$3.55K | 0.09% | 184 |
|
|
2023
Q3 | $982K | Sell |
6,469
-878
| -12% | -$139K | 0.09% | 182 |
|
|
2023
Q2 | $1.16M | Buy |
7,347
+2,528
| +52% | +$386K | 0.1% | 165 |
|
|
2023
Q1 | $734K | Buy |
+4,819
| New | +$744K | 0.07% | 225 |
|
|
2022
Q3 | $723K | Buy |
5,320
+820
| +18% | +$123K | 0.08% | 200 |
|
|
2022
Q2 | $652K | Buy |
4,500
+514
| +13% | +$80.4K | 0.07% | 216 |
|
|
2022
Q1 | $662K | Sell |
3,986
-89
| -2% | -$14.6K | 0.06% | 232 |
|
|
2021
Q4 | $683K | Buy |
4,075
+204
| +5% | +$33.4K | 0.07% | 241 |
|
|
2021
Q3 | $606K | Sell |
3,871
-19
| -0.5% | -$3.05K | 0.06% | 242 |
|
|
2021
Q2 | $617K | Buy |
3,890
+39
| +1% | +$6.17K | 0.06% | 255 |
|
|
2021
Q1 | $584K | Buy |
3,851
+22
| +0.6% | +$3.18K | 0.07% | 248 |
|
|
2020
Q4 | $524K | Buy |
3,829
+2
| +0.1% | +$257 | 0.07% | 240 |
|
|
2020
Q3 | $452K | Sell |
3,827
-385
| -9% | -$45.7K | 0.07% | 232 |
|
|
2020
Q2 | $474K | Buy |
4,212
+390
| +10% | +$42.9K | 0.08% | 220 |
|
|
2020
Q1 | $379K | Sell |
3,822
-34
| -0.9% | -$4.24K | 0.07% | 232 |
|
|
2019
Q4 | $526K | Buy |
3,856
+4
| +0.1% | +$527 | 0.09% | 201 |
|
|
2019
Q3 | $494K | Buy |
3,852
+3
| +0.1% | +$381 | 0.09% | 207 |
|
|
2019
Q2 | $489K | Sell |
3,849
-85
| -2% | -$10.6K | 0.09% | 207 |
|
|
2019
Q1 | $301K | Buy |
3,934
+400
| +11% | +$48.1K | 0.04% | 389 |
|
|
2018
Q4 | $392K | Buy |
+3,534
| New | +$423K | 0.08% | 236 |
|
|
2018
Q1 | $482K | Buy |
+4,105
| New | +$512K | 0.09% | 222 |
|
|
2017
Q1 | – | Sell |
-1,856
| Closed | -$210K | – | 346 |
|
|
2016
Q4 | $210K | Buy |
+1,856
| New | +$201K | 0.07% | 264 |
|
Other funds holding IWD
Cornerstone Wealth Management's IWD Position: Q3 2026 in Review
Cornerstone Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q3 2026, selling an estimated $20.7K and leaving 5,254 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #288.
Cornerstone Wealth Management first reported a position in IWD in Q4 2016 and has held it in 33 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.
- Cornerstone Wealth Management held 5,254 shares of iShares Russell 1000 Value ETF worth $1.3M as of Q3 2026.
- Cornerstone Wealth Management sold 82 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $20.7K.
- iShares Russell 1000 Value ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #288 holding.
- Cornerstone Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 33 quarters since.
- 1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.
Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.