CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC WOOD ISHARES TR

Ownership history in CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported ISHARES TR (WOOD) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.24% in 2024 Q3. The latest visible filing shows WOOD at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WOOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WOOD was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held WOOD — position size vs. price
% of Fund (quarterly)    WOOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 6,915 0% 0.08% $498K 2026-02-14 (Est.) $82.32
2025 Q3 UNCHANGED 6,915 0% 0.09% $508K 2025-11-04 $67.43
2025 Q2 UNCHANGED 6,915 0% 0.10% $507K 2025-08-08 $73.27
2025 Q1 UNCHANGED 6,915 0% 0.11% $522K 2025-04-24 $70.95
2024 Q4 UNCHANGED 6,915 0% 0.11% $528K 2025-01-31 $78.31
2024 Q3 INITIATED 6,915 0.24% $495K 2024-11-19 $76.75

FAQ About CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC and WOOD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported owning WOOD?

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported WOOD across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported WOOD position in CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for WOOD was 0.24% in 2024 Q3.

What is the latest reported WOOD position on this page?

The most recent filing on this page is 2025 Q4, when CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reported 6,915 shares, equal to 0.08% of portfolio, with an estimated market value of $498K.

What does the chart on this WOOD ownership page compare?

The chart compares CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's quarterly WOOD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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