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CWM
Cornerstone Wealth Management’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
Cornerstone Wealth Management’s Portfolio
IWY Stock Details
IWY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-39,507
Closed
-$3.33M
–
396
2020
Q1
$3.33M
Sell
39,507
-2,194
-5%
-$209K
0.64%
28
2019
Q4
$4.03M
Buy
41,701
+3,650
+10%
+$333K
0.65%
33
2019
Q3
$3.31M
Sell
38,051
-13,369
-26%
-$1.17M
0.58%
36
2019
Q2
$4.41M
Sell
51,420
-387
-0.7%
-$32.6K
0.79%
25
2019
Q1
$3.28M
Buy
51,807
+2,850
+6%
+$223K
0.4%
53
2018
Q4
$3.52M
Sell
48,957
-2,228,108
-98%
-$172M
0.75%
24
2018
Q3
$33.1M
Sell
2,277,065
-920,404
-29%
-$76M
0.42%
49
2018
Q2
$40.6M
Buy
3,197,469
+3,157,224
+7,845%
+$242M
0.46%
48
2018
Q1
$2.89M
Buy
40,245
+3,204
+9%
+$244K
0.55%
35
2017
Q4
$2.81M
Buy
37,041
+3,901
+12%
+$278K
0.53%
37
2017
Q3
$2.28M
Buy
33,140
+5,178
+19%
+$344K
0.47%
36
2017
Q2
$1.81M
Buy
27,962
+18,900
+209%
+$1.2M
0.41%
46
2017
Q1
$557K
Buy
+9,062
New
+$541K
0.14%
148
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BWM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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