Cornerstone Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cornerstone Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$830K	Buy	5,669 +28	+0.5%	+$3.86K	0.04%	373
2026 Q1	$723K	Sell	5,641 -7	-0.1%	-$947	0.04%	369
2025 Q4	$773K	Sell	5,648 -265	-4%	-$37K	0.04%	332
2025 Q3	$842K	Sell	5,913 -18	-0.3%	-$2.54K	0.05%	309
2025 Q2	$822K	Buy	5,931 +497	+9%	+$62.9K	0.05%	305
2025 Q1	$638K	Buy	5,434 +12	+0.2%	+$1.54K	0.04%	323
2024 Q4	$687K	Buy	5,422 +125	+2%	+$15.9K	0.05%	302
2024 Q3	$621K	Sell	5,297 -90	-2%	-$10.1K	0.04%	307
2024 Q2	$595K	Sell	5,387 -39	-0.7%	-$4.29K	0.05%	299
2024 Q1	$619K	Buy	5,426 +106	+2%	+$11.5K	0.05%	292
2023 Q4	$556K	Buy	5,320 +140	+3%	+$13.3K	0.05%	299
2023 Q3	$473K	Buy	5,180 +138	+3%	+$13.2K	0.04%	317
2023 Q2	$487K	Buy	5,042 +127	+3%	+$11.6K	0.04%	309
2023 Q1	$447K	Buy	+4,915	New	+$439K	0.04%	297
2022 Q3	$395K	Buy	5,031 +242	+5%	+$20.8K	0.04%	302
2022 Q2	$379K	Buy	4,789 +14	+0.3%	+$1.22K	0.04%	310
2022 Q1	$480K	Hold	4,775	–	–	0.05%	280
2021 Q4	$550K	Hold	4,775	–	–	0.05%	270
2021 Q3	$535K	Hold	4,775	–	–	0.06%	263
2021 Q2	$540K	Buy	4,775 +2	+0%	+$214	0.06%	270
2021 Q1	$487K	Hold	4,773	–	–	0.06%	276
2020 Q4	$490K	Buy	+4,773	New	+$454K	0.06%	253
2016 Q1	$348K	Buy	+5,216	New	+$225K	0.26%	63

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.5% in Q2 2026, buying an estimated $3.86K and bringing the position to 5,669 shares worth $830K. The position accounts for 0.04% of the portfolio, ranked #373.

Cornerstone Wealth Management first reported a position in IWP in Q1 2016 and has held it in 23 quarters since. The position peaked at $842K in Q3 2025. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cornerstone Wealth Management held 5,669 shares of iShares Russell Mid-Cap Growth ETF worth $830K as of Q2 2026.
Cornerstone Wealth Management bought 28 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.86K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #373 holding.
Cornerstone Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 23 quarters since.
Cornerstone Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $842K in Q3 2025.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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