CWM
IWF icon

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

Cornerstone Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Sell
25,738
-106
-0.4% -$12.8K 0.14% 151
2026
Q1 		$2.75M Buy
25,844
+2,404
+10% +$273K 0.14% 152
2025
Q4 		$2.77M Sell
23,440
-228
-1% -$27K 0.14% 144
2025
Q3 		$2.77M Sell
23,668
-148
-0.6% -$16.5K 0.15% 131
2025
Q2 		$2.53M Buy
23,816
+312
+1% +$29.8K 0.15% 132
2025
Q1 		$2.12M Hold
23,504
– – 0.14% 143
2024
Q4 		$2.36M Buy
23,504
+52
+0.2% +$5.12K 0.16% 125
2024
Q3 		$2.2M Buy
23,452
+1,128
+5% +$102K 0.16% 135
2024
Q2 		$2.03M Sell
22,324
-824
-4% -$70.4K 0.16% 133
2024
Q1 		$1.95M Sell
23,148
-292
-1% -$23.5K 0.16% 131
2023
Q4 		$1.78M Sell
23,440
-532
-2% -$37.6K 0.15% 134
2023
Q3 		$1.59M Sell
23,972
-3,656
-13% -$252K 0.15% 138
2023
Q2 		$1.9M Buy
27,628
+18,472
+202% +$1.17M 0.17% 125
2023
Q1 		$559K Buy
+9,156
New +$527K 0.05% 269
2022
Q3 		$464K Sell
8,824
-892
-9% -$52.5K 0.05% 271
2022
Q2 		$531K Buy
9,716
+404
+4% +$24.3K 0.06% 246
2022
Q1 		$646K Sell
9,312
-1,328
-12% -$90.7K 0.06% 234
2021
Q4 		$813K Buy
10,640
+1,300
+14% +$96.4K 0.08% 208
2021
Q3 		$640K Sell
9,340
-464
-5% -$32.8K 0.07% 233
2021
Q2 		$665K Sell
9,804
-116
-1% -$7.48K 0.07% 242
2021
Q1 		$603K Sell
9,920
-84
-0.8% -$5.11K 0.07% 241
2020
Q4 		$603K Sell
10,004
-432
-4% -$24.6K 0.08% 218
2020
Q3 		$566K Sell
10,436
-3,368
-24% -$177K 0.08% 203
2020
Q2 		$662K Buy
13,804
+2,116
+18% +$93.3K 0.11% 179
2020
Q1 		$440K Sell
11,688
-2,296
-16% -$98.9K 0.08% 211
2019
Q4 		$615K Sell
13,984
-128
-0.9% -$5.34K 0.1% 182
2019
Q3 		$563K Hold
14,112
– – 0.1% 191
2019
Q2 		$555K Sell
14,112
-3,884
-22% -$150K 0.1% 199
2019
Q1 		$960K Buy
17,996
+2,104
+13% +$75.6K 0.12% 185
2018
Q4 		$519K Sell
15,892
-831,684
-98% -$29.3M 0.11% 185
2018
Q3 		$1.67M Sell
847,576
-1,318,972
-61% -$49.9M 0.02% 558
2018
Q2 		$3.75M Buy
2,166,548
+2,151,132
+13,954% +$75.9M 0.04% 381
2018
Q1 		$509K Buy
15,416
+4,912
+47% +$172K 0.1% 213
2017
Q4 		$369K Buy
10,504
+3,492
+50% +$114K 0.07% 272
2017
Q3 		$222K Buy
7,012
+220
+3% +$6.73K 0.05% 343
2017
Q2 		$201K Sell
6,792
-1,708
-20% -$50.1K 0.05% 361
2017
Q1 		$239K Sell
8,500
-900
-10% -$25K 0.06% 290
2016
Q4 		$248K Buy
9,400
+32
+0.3% +$831 0.08% 234
2016
Q3 		$243K Buy
+9,368
New +$244K 0.09% 228

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.41% in Q2 2026, selling an estimated $12.8K and leaving 25,738 shares worth $3.2M. The position accounts for 0.14% of the portfolio, ranked #151.

Cornerstone Wealth Management first reported a position in IWF in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.75M in Q2 2018. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cornerstone Wealth Management held 25,738 shares of iShares Russell 1000 Growth ETF worth $3.2M as of Q2 2026.
  • Cornerstone Wealth Management sold 106 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $12.8K.
  • iShares Russell 1000 Growth ETF made up 0.14% of Cornerstone Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Cornerstone Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's iShares Russell 1000 Growth ETF position peaked at $3.75M in Q2 2018.
  • 710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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