Cornerstone Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.9M | Sell |
43,060
-5,298
| -11% | -$1.49M | 0.56% | 44 |
|
|
2026
Q1 | $12M | Buy |
48,358
+2,380
| +5% | +$614K | 0.6% | 38 |
|
|
2025
Q4 | $11.3M | Buy |
45,978
+36,806
| +401% | +$9.05M | 0.59% | 39 |
|
|
2025
Q3 | $2.22M | Sell |
9,172
-14
| -0.2% | -$3.21K | 0.12% | 157 |
|
|
2025
Q2 | $1.98M | Buy |
9,186
+1,517
| +20% | +$305K | 0.12% | 155 |
|
|
2025
Q1 | $1.53M | Sell |
7,669
-450
| -6% | -$97.6K | 0.1% | 172 |
|
|
2024
Q4 | $1.79M | Sell |
8,119
-133
| -2% | -$30.3K | 0.12% | 154 |
|
|
2024
Q3 | $1.82M | Buy |
8,252
+79
| +1% | +$16.9K | 0.13% | 151 |
|
|
2024
Q2 | $1.66M | Buy |
8,173
+12
| +0.1% | +$2.42K | 0.13% | 149 |
|
|
2024
Q1 | $1.72M | Buy |
8,161
+117
| +1% | +$23.3K | 0.14% | 141 |
|
|
2023
Q4 | $1.61M | Sell |
8,044
-775
| -9% | -$139K | 0.14% | 139 |
|
|
2023
Q3 | $1.56M | Buy |
8,819
+609
| +7% | +$114K | 0.15% | 140 |
|
|
2023
Q2 | $1.54M | Sell |
8,210
-698
| -8% | -$124K | 0.14% | 144 |
|
|
2023
Q1 | $1.59M | Buy |
+8,908
| New | +$1.64M | 0.16% | 130 |
|
|
2022
Q3 | $1.62M | Buy |
9,813
+196
| +2% | +$35.7K | 0.18% | 114 |
|
|
2022
Q2 | $1.63M | Sell |
9,617
-777
| -7% | -$143K | 0.18% | 115 |
|
|
2022
Q1 | $2.13M | Sell |
10,394
-368
| -3% | -$75.1K | 0.21% | 100 |
|
|
2021
Q4 | $2.4M | Buy |
10,762
+1,368
| +15% | +$309K | 0.23% | 100 |
|
|
2021
Q3 | $2.06M | Buy |
9,394
+85
| +0.9% | +$18.8K | 0.22% | 104 |
|
|
2021
Q2 | $2.13M | Sell |
9,309
-34
| -0.4% | -$7.64K | 0.22% | 104 |
|
|
2021
Q1 | $2.06M | Buy |
9,343
+852
| +10% | +$186K | 0.24% | 91 |
|
|
2020
Q4 | $1.67M | Buy |
8,491
+4,979
| +142% | +$871K | 0.21% | 104 |
|
|
2020
Q3 | $526K | Sell |
3,512
-105
| -3% | -$15.8K | 0.08% | 213 |
|
|
2020
Q2 | $518K | Buy |
3,617
+234
| +7% | +$30.7K | 0.08% | 210 |
|
|
2020
Q1 | $387K | Sell |
3,383
-440
| -12% | -$65.6K | 0.07% | 227 |
|
|
2019
Q4 | $633K | Sell |
3,823
-241
| -6% | -$38.1K | 0.1% | 179 |
|
|
2019
Q3 | $615K | Sell |
4,064
-585
| -13% | -$89.3K | 0.11% | 181 |
|
|
2019
Q2 | $723K | Sell |
4,649
-194
| -4% | -$29.9K | 0.13% | 162 |
|
|
2019
Q1 | $1.4M | Buy |
4,843
+278
| +6% | +$41.8K | 0.17% | 145 |
|
|
2018
Q4 | $611K | Buy |
+4,565
| New | +$681K | 0.13% | 163 |
|
|
2018
Q1 | $1.14M | Buy |
7,733
+2,328
| +43% | +$360K | 0.22% | 94 |
|
|
2017
Q4 | $842K | Sell |
5,405
-3,747
| -41% | -$563K | 0.16% | 131 |
|
|
2017
Q3 | $1.36M | Sell |
9,152
-1,291
| -12% | -$182K | 0.28% | 80 |
|
|
2017
Q2 | $1.46M | Buy |
10,443
+208
| +2% | +$28.8K | 0.33% | 63 |
|
|
2017
Q1 | $1.37M | Buy |
10,235
+3,246
| +46% | +$443K | 0.34% | 63 |
|
|
2016
Q4 | $947K | Buy |
6,989
+1,336
| +24% | +$171K | 0.3% | 65 |
|
|
2016
Q3 | $697K | Buy |
+5,653
| New | +$687K | 0.26% | 77 |
|
|
2016
Q1 | $150K | Buy |
+1,489
| New | +$154K | 0.11% | 93 |
|
Other funds holding IWM
Cornerstone Wealth Management's IWM Position: Q2 2026 in Review
Cornerstone Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $1.49M and leaving 43,060 shares worth $12.9M. The position accounts for 0.56% of the portfolio, ranked #44.
Cornerstone Wealth Management first reported a position in IWM in Q1 2016 and has held it in 38 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Cornerstone Wealth Management held 43,060 shares of iShares Russell 2000 ETF worth $12.9M as of Q2 2026.
- Cornerstone Wealth Management sold 5,298 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.49M.
- iShares Russell 2000 ETF made up 0.56% of Cornerstone Wealth Management's portfolio in Q2 2026, its #44 holding.
- Cornerstone Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 38 quarters since.
- 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.