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Cornerstone Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cornerstone Planning’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Hold
2,578
– – 0.08% 120
2026
Q1 		$305K Sell
2,578
-121
-4% -$14.6K 0.07% 124
2025
Q4 		$307K Buy
+2,699
New +$303K 0.07% 118
2024
Q4 		$281K Buy
+2,583
New +$286K 0.11% 108

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Cornerstone Planning's IJS Position: Q2 2026 in Review

Cornerstone Planning held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,578 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #120.

Cornerstone Planning first reported a position in IJS in Q4 2024 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Cornerstone Planning held 2,578 shares of iShares S&P Small-Cap 600 Value ETF worth $352K as of Q2 2026.
  • Cornerstone Planning left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Cornerstone Planning's portfolio in Q2 2026, its #120 holding.
  • Cornerstone Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 880 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.