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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

W.H. Cornerstone Investments's IWB Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its iShares Russell 1000 ETF (IWB) stake by 0.25% in Q1 2026, buying an estimated $3.35K and bringing the position to 3,561 shares worth $1.27M. The position accounts for 0.79% of the portfolio, ranked #28.

W.H. Cornerstone Investments first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

W.H. Cornerstone Investments held 3,561 shares of iShares Russell 1000 ETF worth $1.27M as of Q1 2026.
W.H. Cornerstone Investments bought 9 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.35K.
iShares Russell 1000 ETF made up 0.79% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #28 holding.
W.H. Cornerstone Investments first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
W.H. Cornerstone Investments's iShares Russell 1000 ETF position peaked at $1.55M in Q4 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.