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

Cornerstone Wealth 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 Q1	$6.21M	Sell	45,957 -4,078	-8%	-$518K	0.4%	72
2025 Q4	$6.01M	Sell	50,035 -4,254	-8%	-$509K	0.41%	72
2025 Q3	$6.45M	Sell	54,289 -783	-1%	-$90.1K	0.44%	63
2025 Q2	$6.02M	Sell	55,072 -5,088	-8%	-$526K	0.45%	64
2025 Q1	$6.29M	Sell	60,160 -758	-1%	-$85.5K	0.52%	55
2024 Q4	$7.02M	Buy	60,918 +222	+0.4%	+$26.5K	0.57%	41
2024 Q3	$7.1M	Buy	60,696 +400	+0.7%	+$45.2K	0.59%	42
2024 Q2	$6.43M	Buy	60,296 +795	+1%	+$85.1K	0.57%	44
2024 Q1	$6.58M	Buy	+59,501	New	+$6.32M	0.6%	45
2022 Q2	–	Sell	-44,115	Closed	-$4.76M	–	139
2022 Q1	$4.76M	Buy	+44,115	New	+$4.76M	0.87%	32
2021 Q4	–	Sell	-39,570	Closed	-$4.32M	–	155
2021 Q3	$4.32M	Buy	+39,570	New	+$4.36M	0.76%	33
2020 Q1	–	Sell	-56,406	Closed	-$4.73M	–	132
2019 Q4	$4.73M	Buy	56,406 +1,576	+3%	+$127K	1.28%	15
2019 Q3	$4.27M	Sell	54,830 -4,509	-8%	-$349K	1.07%	24
2019 Q2	$4.64M	Buy	59,339 +5,698	+11%	+$442K	1.25%	16
2019 Q1	$4.14M	Buy	+53,641	New	+$4.12M	1.04%	23

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cornerstone Wealth Group's IJR Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.2% in Q1 2026, selling an estimated $518K and leaving 45,957 shares worth $6.21M. The position accounts for 0.4% of the portfolio, ranked #72.

Cornerstone Wealth Group first reported a position in IJR in Q1 2019 and has held it in 15 quarters since. The position peaked at $7.1M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Cornerstone Wealth Group held 45,957 shares of iShares Core S&P Small-Cap ETF worth $6.21M as of Q1 2026.
Cornerstone Wealth Group sold 4,078 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $518K.
iShares Core S&P Small-Cap ETF made up 0.4% of Cornerstone Wealth Group's portfolio in Q1 2026, its #72 holding.
Cornerstone Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 15 quarters since.
Cornerstone Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $7.1M in Q3 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.