iShares Russell 2000 Index shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $11M | 46k | 246.16 |
| 2025-09-30 | $2.2M | 9.2k | 241.96 |
| 2025-06-30 | $2.0M | 9.2k | 215.78 |
| 2025-03-31 | $1.5M | 7.7k | 199.49 |
| 2024-12-31 | $1.8M | 8.1k | 220.95 |
| 2024-09-30 | $1.8M | 8.3k | 220.90 |
| 2024-06-30 | $1.7M | 8.2k | 202.88 |
| 2024-03-31 | $1.7M | 8.2k | 210.31 |
| 2023-12-31 | $1.6M | 8.0k | 200.71 |
| 2023-09-30 | $1.6M | 8.8k | 176.75 |
| 2023-06-30 | $1.5M | 8.2k | 187.27 |
| 2023-03-31 | $1.6M | 8.9k | 178.40 |
| 2022-09-30 | $1.6M | 9.8k | 164.88 |
| 2022-06-30 | $1.6M | 9.6k | 169.39 |
| 2022-03-31 | $2.1M | 10k | 205.31 |
| 2021-12-31 | $2.4M | 11k | 222.54 |
| 2021-09-30 | $2.1M | 9.4k | 218.76 |
| 2021-06-30 | $2.1M | 9.3k | 229.35 |
| 2021-03-31 | $2.1M | 9.3k | 220.91 |
| 2020-12-31 | $1.7M | 8.5k | 196.09 |
| 2020-09-30 | $526k | 3.5k | 149.77 |
| 2020-06-30 | $518k | 3.6k | 143.21 |
| 2020-03-31 | $387k | 3.4k | 114.40 |
| 2019-12-31 | $633k | 3.8k | 165.58 |
| 2019-09-30 | $615k | 4.1k | 151.33 |
| 2019-06-30 | $725k | 4.6k | 155.96 |
| 2019-03-31 | $713k | 4.8k | 147.17 |
| 2018-12-31 | $611k | 4.6k | 133.84 |
| 2018-09-30 | $9.1M | 1.4M | 6.69 |
| 2018-06-30 | $7.1M | 1.2M | 6.06 |
| 2018-03-31 | $1.1M | 7.7k | 147.69 |
| 2017-12-31 | $842k | 5.4k | 155.78 |
| 2017-09-30 | $1.4M | 9.2k | 148.27 |
| 2017-06-30 | $1.5M | 10k | 139.52 |
| 2017-03-31 | $1.4M | 10k | 133.76 |
| 2016-12-31 | $947k | 7.0k | 135.50 |
| 2016-09-30 | $697k | 5.7k | 123.30 |
| 2016-03-31 | $492k | 4.4k | 112.46 |
More positions owned by Cornerstone Wealth Management
View all positions for Cornerstone Wealth Management