Cornerstone Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Cornerstone Wealth Management, LLC

$1.73 Billion
Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 1,805 shares of IWL stock, worth $303,510. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,805

Previous 1,805 -0.0%

Holding current value

$303,510

Previous $276,000 8.33%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$135.83 - $151.73 $19,831 - $22,152	-146 Reduced 7.48%	1,805 $246,000
Q3 2024 Oct 16, 2024	SELL	$126.32 - $140.44 $6,694 - $7,443	-53 Reduced 2.64%	1,951 $273,000
Q2 2024 Jul 16, 2024	SELL	$120.51 - $134.58 $15,304 - $17,091	-127 Reduced 5.96%	2,004 $268,000
Q4 2023 Jan 10, 2024	SELL	$99.76 - $115.49 $8,978 - $10,394	-90 Reduced 4.05%	2,131 $245,000
Q3 2023 Nov 06, 2023	BUY	$103.05 - $110.14 $4,637 - $4,956	45 Added 2.07%	2,221 $229,000

Q1 2023 May 15, 2023	BUY	$89.07 - $98.04 $193,816 - $213,335	2,176 New	2,176 $211,000
Q2 2022 Aug 04, 2022	BUY	$86.81 - $109.4 $173 - $218	2 Added 0.08%	2,375 $213,000
Q1 2022 Apr 21, 2022	BUY	$99.32 - $114.92 $49,957 - $57,804	503 Added 26.9%	2,373 $256,000
Q4 2021 Feb 14, 2022	BUY	$102.63 - $114.76 $191,918 - $214,601	1,870 New	1,870 $214,000

Others Institutions Holding IWL

# of Institutions

222

Shares Held

8.34M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Account

Cornerstone Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History