Cornerstone Planning Group
IJR icon

Cornerstone Planning Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cornerstone Planning Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$593K Sell
4,309
-328
-7% -$47.5K 0.07% 101
2026
Q2 		$676K Sell
4,637
-417
-8% -$57.2K 0.09% 88
2026
Q1 		$698K Sell
5,054
-388
-7% -$49.3K 0.09% 87
2025
Q4 		$691K Sell
5,442
-1,438
-21% -$172K 0.11% 71
2025
Q3 		$809K Buy
6,880
+32
+0.5% +$3.68K 0.13% 68
2025
Q2 		$759K Sell
6,848
-2,294
-25% -$237K 0.15% 41
2025
Q1 		$895K Sell
9,142
-604
-6% -$68.2K 0.21% 33
2024
Q4 		$1.16M Sell
9,746
-4,968
-34% -$594K 0.28% 26
2024
Q3 		$1.7M Sell
14,714
-193,084
-93% -$21.8M 0.45% 21
2024
Q2 		$22.4M Buy
207,798
+12,070
+6% +$1.29M 6.41% 4
2024
Q1 		$21M Buy
195,728
+13,617
+7% +$1.45M 6.52% 4
2023
Q4 		$19.7M Buy
182,111
+17,671
+11% +$1.7M 6.51% 4
2023
Q3 		$15.5M Buy
164,440
+24,951
+18% +$2.49M 5.91% 4
2023
Q2 		$13.9M Buy
+139,489
New +$13.3M 5.49% 4
2022
Q4 		$10.9M Buy
+110,254
New +$10.6M 4.55% 4

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Cornerstone Planning Group's IJR Position: Q3 2026 in Review

Cornerstone Planning Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.1% in Q3 2026, selling an estimated $47.5K and leaving 4,309 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #101.

Cornerstone Planning Group first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.4M in Q2 2024. 852 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Cornerstone Planning Group held 4,309 shares of iShares Core S&P Small-Cap ETF worth $593K as of Q3 2026.
  • Cornerstone Planning Group sold 328 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $47.5K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Cornerstone Planning Group's portfolio in Q3 2026, its #101 holding.
  • Cornerstone Planning Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's iShares Core S&P Small-Cap ETF position peaked at $22.4M in Q2 2024.
  • 852 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.