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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.02M Sell
2025
Q1
$6.29M Sell
2024
Q4
$7.02M Buy
2024
Q3
$7.1M Buy
2024
Q2
$6.43M Buy
2024
Q1
$6.58M Buy
2022
Q2
Sell
2022
Q1
$4.76M Buy
2021
Q4
Sell
2021
Q3
$4.32M Buy
2020
Q1
Sell
2019
Q4
$4.73M Buy
2019
Q3
$4.27M Sell
2019
Q2
$4.64M Buy
2019
Q1
$4.14M Buy