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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
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% +$34.1K 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
2018
Q4 		– Sell
-145,026
Closed -$1.7M – 750
2018
Q3 		$1.7M Sell
145,026
-26,299
-15% -$2.38M 0.02% 553
2018
Q2 		$1.94M Buy
+171,325
New +$15.1M 0.02% 560
2016
Q1 		$273K Buy
+1,648
New +$109K 0.21% 77

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Cornerstone Wealth Management's IWS Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.85% in Q1 2026, selling an estimated $9.35K and leaving 7,377 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #303.

Cornerstone Wealth Management first reported a position in IWS in Q1 2016 and has held it in 25 quarters since. The position peaked at $1.94M in Q2 2018. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Cornerstone Wealth Management held 7,377 shares of iShares Russell Mid-Cap Value ETF worth $1.08M as of Q1 2026.
  • Cornerstone Wealth Management sold 63 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $9.35K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q1 2026, its #303 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 $1.94M in Q2 2018.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.