CWM
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Cornerstone Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cornerstone Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Sell
2,869
-59
-2% -$8.35K 0.02% 530
2026
Q1 		$388K Hold
2,928
– – 0.02% 513
2025
Q4 		$385K Sell
2,928
-2
-0.1% -$260 0.02% 486
2025
Q3 		$380K Sell
2,930
-472
-14% -$60.4K 0.02% 480
2025
Q2 		$420K Sell
3,402
-150
-4% -$17.6K 0.03% 431
2025
Q1 		$425K Sell
3,552
-191
-5% -$23.9K 0.03% 402
2024
Q4 		$468K Sell
3,743
-63
-2% -$8.04K 0.03% 366
2024
Q3 		$470K Hold
3,806
– – 0.03% 366
2024
Q2 		$432K Sell
3,806
-1,617
-30% -$184K 0.03% 357
2024
Q1 		$641K Sell
5,423
-145
-3% -$16.3K 0.05% 283
2023
Q4 		$635K Buy
5,568
+1,289
+30% +$133K 0.05% 270
2023
Q3 		$432K Sell
4,279
-518
-11% -$55.4K 0.04% 336
2023
Q2 		$514K Sell
4,797
-1,029
-18% -$105K 0.05% 304
2023
Q1 		$599K Buy
+5,826
New +$623K 0.06% 255
2022
Q3 		$643K Buy
7,144
+585
+9% +$58.2K 0.07% 214
2022
Q2 		$619K Buy
6,559
+825
+14% +$84.1K 0.07% 227
2022
Q1 		$629K Buy
5,734
+686
+14% +$74K 0.06% 239
2021
Q4 		$559K Buy
5,048
+374
+8% +$40.7K 0.05% 264
2021
Q3 		$482K Buy
4,674
+382
+9% +$40.1K 0.05% 277
2021
Q2 		$452K Buy
4,292
+70
+2% +$7.48K 0.05% 301
2021
Q1 		$430K Buy
4,222
+183
+5% +$17.5K 0.05% 288
2020
Q4 		$349K Sell
4,039
-235
-5% -$18.4K 0.04% 306
2020
Q3 		$288K Sell
4,274
-262
-6% -$18.1K 0.04% 311
2020
Q2 		$301K Sell
4,536
-736
-14% -$46.2K 0.05% 285
2020
Q1 		$289K Sell
5,272
-112
-2% -$8.42K 0.06% 267
2019
Q4 		$460K Sell
5,384
-546
-9% -$44.9K 0.07% 220
2019
Q3 		$474K Buy
5,930
+66
+1% +$5.2K 0.08% 211
2019
Q2 		$465K Sell
5,864
-774
-12% -$61.4K 0.08% 217
2019
Q1 		$642K Buy
6,638
+1,666
+34% +$129K 0.08% 244
2018
Q4 		$346K Sell
4,972
-647,440
-99% -$49.5M 0.07% 242
2018
Q3 		$2.13M Sell
652,412
-95,004
-13% -$7.93M 0.03% 473
2018
Q2 		$2.31M Buy
747,416
+742,688
+15,708% +$59.4M 0.03% 493
2018
Q1 		$360K Sell
4,728
-480
-9% -$38.1K 0.07% 270
2017
Q4 		$425K Buy
5,208
+958
+23% +$74.8K 0.08% 250
2017
Q3 		$328K Buy
4,250
+568
+15% +$42.1K 0.07% 272
2017
Q2 		$273K Hold
3,682
– – 0.06% 300
2017
Q1 		$267K Sell
3,682
-122
-3% -$9.05K 0.07% 269
2016
Q4 		$278K Sell
3,804
-2
-0.1% -$138 0.09% 223
2016
Q3 		$249K Buy
+3,806
New +$251K 0.09% 220
2016
Q1 		$432K Buy
+5,890
New +$334K 0.33% 56

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cornerstone Wealth Management's IJJ Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2% in Q2 2026, selling an estimated $8.35K and leaving 2,869 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #530.

Cornerstone Wealth Management first reported a position in IJJ in Q1 2016 and has held it in 40 quarters since. The position peaked at $2.31M in Q2 2018. 294 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Cornerstone Wealth Management held 2,869 shares of iShares S&P Mid-Cap 400 Value ETF worth $424K as of Q2 2026.
  • Cornerstone Wealth Management sold 59 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $8.35K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Cornerstone Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.31M in Q2 2018.
  • 294 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.