Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.8M | Sell |
25,619
-268
| -1% | -$36.8K | 0.16% | 131 |
|
|
2026
Q1 | $3.22M | Sell |
25,887
-84
| -0.3% | -$10.7K | 0.16% | 137 |
|
|
2025
Q4 | $3.12M | Sell |
25,971
-168
| -0.6% | -$20.1K | 0.16% | 134 |
|
|
2025
Q3 | $3.11M | Sell |
26,139
-447
| -2% | -$51.4K | 0.17% | 125 |
|
|
2025
Q2 | $2.91M | Buy |
26,586
+71
| +0.3% | +$7.34K | 0.18% | 121 |
|
|
2025
Q1 | $2.77M | Sell |
26,515
-215
| -0.8% | -$24.3K | 0.19% | 114 |
|
|
2024
Q4 | $3.08M | Sell |
26,730
-133
| -0.5% | -$15.9K | 0.21% | 105 |
|
|
2024
Q3 | $3.14M | Sell |
26,863
-835
| -3% | -$94.3K | 0.22% | 97 |
|
|
2024
Q2 | $2.95M | Buy |
27,698
+828
| +3% | +$88.6K | 0.23% | 99 |
|
|
2024
Q1 | $2.97M | Sell |
26,870
-1,233
| -4% | -$131K | 0.24% | 95 |
|
|
2023
Q4 | $3.04M | Sell |
28,103
-1,748
| -6% | -$168K | 0.26% | 90 |
|
|
2023
Q3 | $2.82M | Sell |
29,851
-625
| -2% | -$62.4K | 0.27% | 92 |
|
|
2023
Q2 | $3.04M | Buy |
30,476
+5,057
| +20% | +$482K | 0.27% | 86 |
|
|
2023
Q1 | $2.46M | Buy |
+25,419
| New | +$2.54M | 0.24% | 95 |
|
|
2022
Q3 | $2.6M | Buy |
29,761
+854
| +3% | +$83K | 0.29% | 76 |
|
|
2022
Q2 | $2.67M | Sell |
28,907
-1,877
| -6% | -$187K | 0.3% | 74 |
|
|
2022
Q1 | $3.32M | Sell |
30,784
-5,096
| -14% | -$550K | 0.32% | 67 |
|
|
2021
Q4 | $4.11M | Buy |
35,880
+1,143
| +3% | +$130K | 0.39% | 56 |
|
|
2021
Q3 | $3.79M | Sell |
34,737
-320
| -0.9% | -$35.2K | 0.4% | 58 |
|
|
2021
Q2 | $3.96M | Buy |
35,057
+776
| +2% | +$86.6K | 0.42% | 51 |
|
|
2021
Q1 | $3.72M | Sell |
34,281
-14,693
| -30% | -$1.54M | 0.44% | 49 |
|
|
2020
Q4 | $4.5M | Sell |
48,974
-4,889
| -9% | -$402K | 0.57% | 34 |
|
|
2020
Q3 | $3.78M | Buy |
53,863
+12,054
| +29% | +$864K | 0.56% | 32 |
|
|
2020
Q2 | $2.85M | Sell |
41,809
-3,190
| -7% | -$201K | 0.46% | 42 |
|
|
2020
Q1 | $2.52M | Sell |
44,999
-6,603
| -13% | -$492K | 0.49% | 39 |
|
|
2019
Q4 | $4.33M | Sell |
51,602
-10,490
| -17% | -$844K | 0.7% | 28 |
|
|
2019
Q3 | $4.83M | Sell |
62,092
-1,051
| -2% | -$81.4K | 0.85% | 23 |
|
|
2019
Q2 | $4.96M | Sell |
63,143
-7,310
| -10% | -$567K | 0.89% | 21 |
|
|
2019
Q1 | $14.1M | Buy |
70,453
+96
| +0.1% | +$7.37K | 1.71% | 10 |
|
|
2018
Q4 | $4.88M | Buy |
+70,357
| New | +$5.44M | 1.04% | 19 |
|
|
2018
Q1 | $4.47M | Buy |
59,384
+6,200
| +12% | +$483K | 0.85% | 21 |
|
|
2017
Q4 | $4.15M | Buy |
53,184
+5,806
| +12% | +$438K | 0.78% | 23 |
|
|
2017
Q3 | $3.54M | Buy |
47,378
+9,314
| +24% | +$653K | 0.73% | 24 |
|
|
2017
Q2 | $2.65M | Sell |
38,064
-5,975
| -14% | -$414K | 0.6% | 31 |
|
|
2017
Q1 | $2.96M | Buy |
44,039
+19,931
| +83% | +$1.37M | 0.73% | 26 |
|
|
2016
Q4 | $1.67M | Buy |
24,108
+12,740
| +112% | +$822K | 0.53% | 33 |
|
|
2016
Q3 | $701K | Buy |
+11,368
| New | +$694K | 0.26% | 75 |
|
Other funds holding IJR
Cornerstone Wealth Management's IJR Position: Q2 2026 in Review
Cornerstone Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, selling an estimated $36.8K and leaving 25,619 shares worth $3.8M. The position accounts for 0.16% of the portfolio, ranked #131.
Cornerstone Wealth Management first reported a position in IJR in Q3 2016 and has held it in 37 quarters since. The position peaked at $14.1M in Q1 2019. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Cornerstone Wealth Management held 25,619 shares of iShares Core S&P Small-Cap ETF worth $3.8M as of Q2 2026.
- Cornerstone Wealth Management sold 268 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $36.8K.
- iShares Core S&P Small-Cap ETF made up 0.16% of Cornerstone Wealth Management's portfolio in Q2 2026, its #131 holding.
- Cornerstone Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2016 and has held it in 37 quarters since.
- Cornerstone Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $14.1M in Q1 2019.
- 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.