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Cornerstone Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cornerstone Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Buy
6,927
+923
+15% +$337K 0.12% 165
2026
Q1 		$1.88M Buy
6,004
+523
+10% +$174K 0.09% 203
2025
Q4 		$1.77M Buy
5,481
+1,379
+34% +$449K 0.09% 197
2025
Q3 		$1.31M Buy
4,102
+200
+5% +$60.3K 0.07% 228
2025
Q2 		$1.12M Sell
3,902
-2
-0.1% -$526 0.07% 243
2025
Q1 		$998K Buy
3,904
+175
+5% +$49.4K 0.07% 240
2024
Q4 		$1.07M Buy
3,729
+660
+22% +$195K 0.07% 223
2024
Q3 		$872K Buy
3,069
+100
+3% +$27.4K 0.06% 239
2024
Q2 		$779K Buy
2,969
+100
+3% +$26K 0.06% 243
2024
Q1 		$777K Buy
2,869
+70
+3% +$17.9K 0.06% 243
2023
Q4 		$706K Buy
2,799
+802
+40% +$181K 0.06% 251
2023
Q3 		$448K Buy
1,997
+1
+0.1% +$239 0.04% 328
2023
Q2 		$484K Buy
1,996
+39
+2% +$8.94K 0.04% 311
2023
Q1 		$444K Buy
+1,957
New +$448K 0.04% 300
2022
Q3 		$399K Buy
1,932
+300
+18% +$67.5K 0.04% 299
2022
Q2 		$337K Buy
1,632
+35
+2% +$7.8K 0.04% 338
2022
Q1 		$408K Sell
1,597
-17
-1% -$4.35K 0.04% 312
2021
Q4 		$472K Buy
1,614
+17
+1% +$5.12K 0.05% 296
2021
Q3 		$469K Hold
1,597
– – 0.05% 281
2021
Q2 		$498K Sell
1,597
-17
-1% -$5.12K 0.05% 284
2021
Q1 		$485K Sell
1,614
-100
-6% -$31K 0.06% 277
2020
Q4 		$491K Buy
1,714
+550
+47% +$140K 0.06% 251
2020
Q3 		$258K Hold
1,164
– – 0.04% 333
2020
Q2 		$241K Buy
+1,164
New +$218K 0.04% 318
2020
Q1 		– Sell
-2,089
Closed -$448K – 363
2019
Q4 		$448K Sell
2,089
-333
-14% -$67.6K 0.07% 224
2019
Q3 		$467K Hold
2,422
– – 0.08% 214
2019
Q2 		$486K Sell
2,422
-30
-1% -$5.93K 0.09% 210
2019
Q1 		$253K Hold
2,452
– – 0.03% 430
2018
Q4 		$412K Sell
2,452
-474,853
-99% -$88.6M 0.09% 226
2018
Q3 		$2.64M Sell
477,305
-52,398
-10% -$11.2M 0.03% 429
2018
Q2 		$2.57M Buy
529,703
+527,135
+20,527% +$105M 0.03% 461
2018
Q1 		$476K Hold
2,568
– – 0.09% 224
2017
Q4 		$489K Sell
2,568
-71
-3% -$13K 0.09% 217
2017
Q3 		$477K Sell
2,639
-60
-2% -$10.2K 0.1% 209
2017
Q2 		$454K Buy
2,699
+67
+3% +$11K 0.1% 196
2017
Q1 		$414K Hold
2,632
– – 0.1% 197
2016
Q4 		$407K Sell
2,632
-55
-2% -$8.21K 0.13% 156
2016
Q3 		$397K Buy
+2,687
New +$392K 0.15% 141
2016
Q1 		$569K Buy
+5,955
New +$743K 0.43% 44

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q2 2026, buying an estimated $337K and bringing the position to 6,927 shares worth $2.73M. The position accounts for 0.12% of the portfolio, ranked #165.

Cornerstone Wealth Management first reported a position in IWO in Q1 2016 and has held it in 39 quarters since. 271 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cornerstone Wealth Management held 6,927 shares of iShares Russell 2000 Growth ETF worth $2.73M as of Q2 2026.
  • Cornerstone Wealth Management bought 923 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $337K.
  • iShares Russell 2000 Growth ETF made up 0.12% of Cornerstone Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Cornerstone Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 39 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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