Cornerstone Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.17M	Sell	7,288 -84	-1%	-$14.1K	0.05%	308
2026 Q2	$1.21M	Sell	7,372 -5	-0.1%	-$789	0.05%	306
2026 Q1	$1.08M	Sell	7,377 -63	-0.8%	-$9.35K	0.05%	303
2025 Q4	$1.05M	Sell	7,440 -15	-0.2%	-$2.1K	0.05%	283
2025 Q3	$1.04M	Buy	7,455 +41	+0.6%	+$5.6K	0.06%	277
2025 Q2	$980K	Sell	7,414 -31	-0.4%	-$3.89K	0.06%	263
2025 Q1	$938K	Sell	7,445 -2	-0%	-$260	0.06%	256
2024 Q4	$963K	Buy	7,447 +59	+0.8%	+$7.9K	0.07%	235
2024 Q3	$977K	Buy	7,388 +8	+0.1%	+$1.01K	0.07%	221
2024 Q2	$891K	Sell	7,380 -147	-2%	-$17.9K	0.07%	222
2024 Q1	$943K	Sell	7,527 -105	-1%	-$12.4K	0.08%	212
2023 Q4	$888K	Sell	7,632 -24	-0.3%	-$2.56K	0.08%	216
2023 Q3	$799K	Sell	7,656 -93	-1%	-$10.2K	0.08%	222
2023 Q2	$851K	Buy	7,749 +886	+13%	+$93.3K	0.08%	206
2023 Q1	$729K	Buy	+6,863	New	+$749K	0.07%	227
2022 Q3	$675K	Buy	7,027 +316	+5%	+$33.8K	0.08%	209
2022 Q2	$682K	Buy	6,711 +147	+2%	+$16.4K	0.08%	209
2022 Q1	$785K	Buy	6,564 +299	+5%	+$35.2K	0.08%	209
2021 Q4	$766K	Buy	6,265 +221	+4%	+$26.4K	0.07%	219
2021 Q3	$684K	Buy	6,044 +295	+5%	+$34.2K	0.07%	229
2021 Q2	$661K	Buy	5,749 +119	+2%	+$13.6K	0.07%	244
2021 Q1	$615K	Buy	5,630 +334	+6%	+$34.8K	0.07%	239
2020 Q4	$513K	Buy	+5,296	New	+$477K	0.06%	246
2019 Q2	–	Sell	-1,274	Closed	-$425K	–	435
2019 Q1	$425K	Buy	+1,274	New	+$107K	0.05%	294
2016 Q1	$273K	Buy	+1,648	New	+$109K	0.21%	77

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cornerstone Wealth Management's IWS Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.1% in Q3 2026, selling an estimated $14.1K and leaving 7,288 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #308.

Cornerstone Wealth Management first reported a position in IWS in Q1 2016 and has held it in 25 quarters since. The position peaked at $1.21M in Q2 2026. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Cornerstone Wealth Management held 7,288 shares of iShares Russell Mid-Cap Value ETF worth $1.17M as of Q3 2026.
Cornerstone Wealth Management sold 84 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $14.1K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #308 holding.
Cornerstone Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2016 and has held it in 25 quarters since.
Cornerstone Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $1.21M in Q2 2026.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.