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Cornerstone Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cornerstone Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Buy
9,154
+374
+4% +$78.3K 0.09% 210
2026
Q1 		$1.66M Buy
8,780
+376
+4% +$72.8K 0.08% 223
2025
Q4 		$1.52M Buy
8,404
+341
+4% +$61.3K 0.08% 213
2025
Q3 		$1.43M Buy
8,063
+61
+0.8% +$10.3K 0.08% 215
2025
Q2 		$1.26M Sell
8,002
-8
-0.1% -$1.19K 0.08% 216
2025
Q1 		$1.21M Buy
8,010
+181
+2% +$29.2K 0.08% 207
2024
Q4 		$1.29M Sell
7,829
-27
-0.3% -$4.61K 0.09% 189
2024
Q3 		$1.31M Buy
7,856
+152
+2% +$24.7K 0.09% 176
2024
Q2 		$1.17M Buy
7,704
+92
+1% +$14.1K 0.09% 179
2024
Q1 		$1.21M Sell
7,612
-79
-1% -$12K 0.1% 179
2023
Q4 		$1.19M Buy
7,691
+1,000
+15% +$139K 0.1% 171
2023
Q3 		$907K Sell
6,691
-555
-8% -$79.6K 0.09% 197
2023
Q2 		$1.02M Buy
7,246
+780
+12% +$105K 0.09% 179
2023
Q1 		$886K Buy
+6,466
New +$937K 0.09% 190
2022
Q3 		$920K Sell
7,139
-685
-9% -$99K 0.1% 171
2022
Q2 		$1.06M Buy
7,824
+44
+0.6% +$6.55K 0.12% 156
2022
Q1 		$1.26M Sell
7,780
-340
-4% -$54.2K 0.12% 148
2021
Q4 		$1.35M Buy
8,120
+959
+13% +$160K 0.13% 151
2021
Q3 		$1.15M Sell
7,161
-19
-0.3% -$3.05K 0.12% 164
2021
Q2 		$1.19M Buy
7,180
+200
+3% +$33K 0.13% 163
2021
Q1 		$1.11M Sell
6,980
-112
-2% -$16.9K 0.13% 160
2020
Q4 		$934K Buy
7,092
+150
+2% +$17.7K 0.12% 168
2020
Q3 		$689K Buy
6,942
+57
+0.8% +$5.79K 0.1% 181
2020
Q2 		$671K Buy
6,885
+1,750
+34% +$159K 0.11% 177
2020
Q1 		$421K Sell
5,135
-748
-13% -$83.9K 0.08% 216
2019
Q4 		$756K Sell
5,883
-11
-0.2% -$1.36K 0.12% 160
2019
Q3 		$704K Sell
5,894
-1,164
-16% -$137K 0.12% 166
2019
Q2 		$849K Buy
7,058
+66
+0.9% +$7.97K 0.15% 146
2019
Q1 		$329K Sell
6,992
-23
-0.3% -$2.75K 0.04% 361
2018
Q4 		$755K Sell
7,015
-750,431
-99% -$90.3M 0.16% 135
2018
Q3 		$6.06M Sell
757,446
-5,637
-0.7% -$759K 0.08% 250
2018
Q2 		$5.75M Buy
763,083
+757,158
+12,779% +$97.6M 0.06% 290
2018
Q1 		$707K Sell
5,925
-1,357
-19% -$170K 0.13% 151
2017
Q4 		$929K Buy
7,282
+1,218
+20% +$152K 0.17% 122
2017
Q3 		$757K Buy
6,064
+1
+0% +$118 0.16% 132
2017
Q2 		$712K Sell
6,063
-3,809
-39% -$448K 0.16% 137
2017
Q1 		$1.14M Sell
9,872
-1,705
-15% -$202K 0.28% 77
2016
Q4 		$1.39M Buy
11,577
+1,952
+20% +$216K 0.44% 46
2016
Q3 		$999K Buy
+9,625
New +$986K 0.37% 49

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 4.3% in Q2 2026, buying an estimated $78.3K and bringing the position to 9,154 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #210.

Cornerstone Wealth Management first reported a position in IWN in Q3 2016 and has held it in 39 quarters since. The position peaked at $6.06M in Q3 2018. 330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Cornerstone Wealth Management held 9,154 shares of iShares Russell 2000 Value ETF worth $2.02M as of Q2 2026.
  • Cornerstone Wealth Management bought 374 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $78.3K.
  • iShares Russell 2000 Value ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Cornerstone Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's iShares Russell 2000 Value ETF position peaked at $6.06M in Q3 2018.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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