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

Cornerstone Wealth Management’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	$697K	Sell	5,096 -9	-0.2%	-$1.16K	0.03%	410
2026 Q1	$605K	Buy	5,105 +53	+1%	+$6.4K	0.03%	403
2025 Q4	$574K	Buy	5,052 +1	+0%	+$112	0.03%	399
2025 Q3	$559K	Sell	5,051 -519	-9%	-$55.1K	0.03%	393
2025 Q2	$554K	Sell	5,570 -299	-5%	-$28.2K	0.03%	371
2025 Q1	$572K	Buy	5,869 +530	+10%	+$55.9K	0.04%	337
2024 Q4	$580K	Buy	5,339 +689	+15%	+$76.4K	0.04%	325
2024 Q3	$501K	Buy	4,650 +889	+24%	+$92.3K	0.04%	352
2024 Q2	$366K	Sell	3,761 -144	-4%	-$14.2K	0.03%	393
2024 Q1	$401K	Buy	3,905 +1,861	+91%	+$185K	0.03%	372
2023 Q4	$211K	Sell	2,044 -3,080	-60%	-$281K	0.02%	490
2023 Q3	$457K	Sell	5,124 -296	-5%	-$28.2K	0.04%	322
2023 Q2	$515K	Buy	+5,420	New	+$495K	0.05%	302
2019 Q2	–	Sell	-1,460	Closed	-$374K	–	426
2019 Q1	$374K	Buy	+1,460	New	+$108K	0.05%	330
2016 Q1	$505K	Buy	+8,874	New	+$460K	0.38%	48

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Wealth Management's IJS Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.18% in Q2 2026, selling an estimated $1.16K and leaving 5,096 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #410.

Cornerstone Wealth Management first reported a position in IJS in Q1 2016 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Cornerstone Wealth Management held 5,096 shares of iShares S&P Small-Cap 600 Value ETF worth $697K as of Q2 2026.
Cornerstone Wealth Management sold 9 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.16K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #410 holding.
Cornerstone Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2016 and has held it in 15 quarters since.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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