Cornerstone Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.37M | Buy |
24,365
+3,118
| +15% | +$311K | 0.12% | 168 |
|
|
2025
Q4 | $2.05M | Buy |
21,247
+24
| +0.1% | +$2.31K | 0.11% | 183 |
|
|
2025
Q3 | $2.05M | Buy |
21,223
+114
| +0.5% | +$10.8K | 0.11% | 169 |
|
|
2025
Q2 | $1.94M | Buy |
21,109
+3,037
| +17% | +$262K | 0.12% | 160 |
|
|
2025
Q1 | $1.54M | Buy |
18,072
+375
| +2% | +$33.4K | 0.1% | 171 |
|
|
2024
Q4 | $1.56M | Buy |
17,697
+968
| +6% | +$87.9K | 0.11% | 164 |
|
|
2024
Q3 | $1.47M | Buy |
16,729
+633
| +4% | +$53.3K | 0.1% | 165 |
|
|
2024
Q2 | $1.31M | Sell |
16,096
-525
| -3% | -$42.7K | 0.1% | 165 |
|
|
2024
Q1 | $1.4M | Buy |
16,621
+1,500
| +10% | +$119K | 0.11% | 159 |
|
|
2023
Q4 | $1.18M | Buy |
15,121
+696
| +5% | +$49.4K | 0.1% | 173 |
|
|
2023
Q3 | $999K | Buy |
14,425
+351
| +2% | +$25.6K | 0.09% | 180 |
|
|
2023
Q2 | $1.03M | Sell |
14,074
-327
| -2% | -$22.7K | 0.09% | 178 |
|
|
2023
Q1 | $1.01M | Buy |
+14,401
| New | +$1.02M | 0.1% | 175 |
|
|
2022
Q3 | $876K | Sell |
14,095
-122
| -0.9% | -$8.39K | 0.1% | 179 |
|
|
2022
Q2 | $919K | Sell |
14,217
-287
| -2% | -$20.4K | 0.1% | 171 |
|
|
2022
Q1 | $1.13M | Sell |
14,504
-1,888
| -12% | -$145K | 0.11% | 161 |
|
|
2021
Q4 | $1.36M | Buy |
16,392
+739
| +5% | +$60.7K | 0.13% | 149 |
|
|
2021
Q3 | $1.22M | Sell |
15,653
-48
| -0.3% | -$3.85K | 0.13% | 157 |
|
|
2021
Q2 | $1.24M | Buy |
15,701
+66
| +0.4% | +$5.12K | 0.13% | 154 |
|
|
2021
Q1 | $1.16M | Sell |
15,635
-622
| -4% | -$45K | 0.14% | 155 |
|
|
2020
Q4 | $1.11M | Buy |
16,257
+9,032
| +125% | +$575K | 0.14% | 147 |
|
|
2020
Q3 | $415K | Sell |
7,225
-1,637
| -18% | -$93.2K | 0.06% | 246 |
|
|
2020
Q2 | $475K | Sell |
8,862
-313
| -3% | -$15.7K | 0.08% | 219 |
|
|
2020
Q1 | $396K | Sell |
9,175
-1,079
| -11% | -$59.4K | 0.08% | 223 |
|
|
2019
Q4 | $611K | Sell |
10,254
-173
| -2% | -$9.93K | 0.1% | 185 |
|
|
2019
Q3 | $583K | Buy |
10,427
+1
| +0% | +$56 | 0.1% | 188 |
|
|
2019
Q2 | $580K | Sell |
10,426
-39
| -0.4% | -$2.14K | 0.1% | 190 |
|
|
2019
Q1 | $893K | Buy |
10,465
+151
| +1% | +$7.82K | 0.11% | 195 |
|
|
2018
Q4 | $483K | Sell |
10,314
-2,867,126
| -100% | -$145M | 0.1% | 200 |
|
|
2018
Q3 | $3.62M | Buy |
2,877,440
+666,348
| +30% | +$36.5M | 0.05% | 364 |
|
|
2018
Q2 | $2.6M | Buy |
2,211,092
+2,200,772
| +21,325% | +$116M | 0.03% | 456 |
|
|
2018
Q1 | $518K | Hold |
10,320
| – | – | 0.1% | 209 |
|
|
2017
Q4 | $550K | Sell |
10,320
-4,140
| -29% | -$210K | 0.1% | 197 |
|
|
2017
Q3 | $720K | Sell |
14,460
-2,648
| -15% | -$128K | 0.15% | 138 |
|
|
2017
Q2 | $819K | Sell |
17,108
-3,104
| -15% | -$147K | 0.18% | 116 |
|
|
2017
Q1 | $938K | Buy |
20,212
+2,352
| +13% | +$109K | 0.23% | 94 |
|
|
2016
Q4 | $805K | Sell |
17,860
-2,244
| -11% | -$98.1K | 0.26% | 78 |
|
|
2016
Q3 | $866K | Buy |
+20,104
| New | +$871K | 0.32% | 57 |
|
Other funds holding IWR
Cornerstone Wealth Management's IWR Position: Q1 2026 in Review
Cornerstone Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q1 2026, buying an estimated $311K and bringing the position to 24,365 shares worth $2.37M. The position accounts for 0.12% of the portfolio, ranked #168.
Cornerstone Wealth Management first reported a position in IWR in Q3 2016 and has held it in 38 quarters since. The position peaked at $3.62M in Q3 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Cornerstone Wealth Management held 24,365 shares of iShares Russell Mid-Cap ETF worth $2.37M as of Q1 2026.
- Cornerstone Wealth Management bought 3,118 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $311K.
- iShares Russell Mid-Cap ETF made up 0.12% of Cornerstone Wealth Management's portfolio in Q1 2026, its #168 holding.
- Cornerstone Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and has held it in 38 quarters since.
- Cornerstone Wealth Management's iShares Russell Mid-Cap ETF position peaked at $3.62M in Q3 2018.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.