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W.H. Cornerstone Investments’s iShares Russell 1000 ETF IWB Stock Holding History

W.H. Cornerstone Investments’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
3,527
-34
-1% -$13.5K 0.82% 26
2026
Q1 		$1.27M Buy
3,561
+9
+0.3% +$3.35K 0.79% 28
2025
Q4 		$1.33M Buy
3,552
+10
+0.3% +$3.7K 0.8% 32
2025
Q3 		$1.29M Sell
3,542
-64
-2% -$22.5K 0.79% 34
2025
Q2 		$1.22M Buy
3,606
+9
+0.3% +$2.83K 0.78% 31
2025
Q1 		$1.1M Sell
3,597
-1,230
-25% -$398K 0.76% 34
2024
Q4 		$1.55M Buy
4,827
+1,251
+35% +$405K 1.04% 18
2024
Q3 		$1.12M Buy
3,576
+12
+0.3% +$3.63K 0.76% 34
2024
Q2 		$1.06M Buy
3,564
+5
+0.1% +$1.44K 0.75% 32
2024
Q1 		$1.02M Sell
3,559
-1,554
-30% -$426K 0.74% 35
2023
Q4 		$1.34M Sell
5,113
-154
-3% -$37.7K 1.06% 23
2023
Q3 		$1.24M Buy
5,267
+300
+6% +$73.4K 1.09% 22
2023
Q2 		$1.21M Buy
4,967
+2
+0% +$461 1.08% 25
2023
Q1 		$1.12M Sell
4,965
-519
-9% -$114K 1.02% 30
2022
Q4 		$1.2M Buy
+5,484
New +$1.16M 1.14% 23

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

W.H. Cornerstone Investments's IWB Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its iShares Russell 1000 ETF (IWB) stake by 0.95% in Q2 2026, selling an estimated $13.5K and leaving 3,527 shares worth $1.44M. The position accounts for 0.82% of the portfolio, ranked #26.

W.H. Cornerstone Investments first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2024. 1,552 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • W.H. Cornerstone Investments held 3,527 shares of iShares Russell 1000 ETF worth $1.44M as of Q2 2026.
  • W.H. Cornerstone Investments sold 34 iShares Russell 1000 ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Russell 1000 ETF made up 0.82% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #26 holding.
  • W.H. Cornerstone Investments first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's iShares Russell 1000 ETF position peaked at $1.55M in Q4 2024.
  • 1,552 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.