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Cornerstone Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Cornerstone Wealth Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Hold
1,805
– – 0.01% 582
2026
Q1 		$290K Hold
1,805
– – 0.01% 586
2025
Q4 		$308K Hold
1,805
– – 0.02% 539
2025
Q3 		$300K Hold
1,805
– – 0.02% 531
2025
Q2 		$276K Hold
1,805
– – 0.02% 530
2025
Q1 		$248K Sell
1,805
-146
-7% -$21.2K 0.02% 519
2024
Q4 		$282K Hold
1,951
– – 0.02% 479
2024
Q3 		$274K Sell
1,951
-53
-3% -$7.18K 0.02% 474
2024
Q2 		$268K Sell
2,004
-127
-6% -$16.2K 0.02% 456
2024
Q1 		$271K Hold
2,131
– – 0.02% 444
2023
Q4 		$245K Sell
2,131
-90
-4% -$9.74K 0.02% 453
2023
Q3 		$230K Buy
2,221
+45
+2% +$4.83K 0.02% 482
2023
Q2 		$232K Hold
2,176
– – 0.02% 459
2023
Q1 		$212K Buy
+2,176
New +$205K 0.02% 437
2022
Q3 		– Sell
-2,375
Closed -$213K – 452
2022
Q2 		$213K Buy
2,375
+2
+0.1% +$195 0.02% 413
2022
Q1 		$256K Buy
2,373
+503
+27% +$53.6K 0.02% 400
2021
Q4 		$214K Buy
+1,870
New +$206K 0.02% 473

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Cornerstone Wealth Management held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 1,805 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #582.

Cornerstone Wealth Management first reported a position in IWL in Q4 2021 and has held it in 17 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Cornerstone Wealth Management held 1,805 shares of iShares Russell Top 200 ETF worth $334K as of Q2 2026.
  • Cornerstone Wealth Management left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Cornerstone Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 17 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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