Cornerstone Planning Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cornerstone Planning Group’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$58.5K	Buy	+552	New	+$55.1K	0.02%	241

Other funds holding IJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Cornerstone Planning Group's IJJ Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2022: 552 shares worth $58.5K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings.

690 funds tracked by Wall St. Rank hold IJJ as of Q4 2022.

Cornerstone Planning Group held 552 shares of iShares S&P Mid-Cap 400 Value ETF worth $58.5K as of Q4 2022.
iShares S&P Mid-Cap 400 Value ETF was a new Cornerstone Planning Group position in Q4 2022.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q4 2022, its #241 holding.
690 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.