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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Planning Group's IJR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.3% in Q2 2026, selling an estimated $57.2K and leaving 4,637 shares worth $676K. The position accounts for 0.09% of the portfolio, ranked #88.

Cornerstone Planning Group first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.4M in Q2 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Cornerstone Planning Group held 4,637 shares of iShares Core S&P Small-Cap ETF worth $676K as of Q2 2026.
Cornerstone Planning Group sold 417 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $57.2K.
iShares Core S&P Small-Cap ETF made up 0.09% of Cornerstone Planning Group's portfolio in Q2 2026, its #88 holding.
Cornerstone Planning Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Core S&P Small-Cap ETF position peaked at $22.4M in Q2 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.