CWM
IJS icon

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
Q3 		$649K Sell
5,067
-29
-0.6% -$3.94K 0.03% 428
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Wealth Management's IJS Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.57% in Q3 2026, selling an estimated $3.94K and leaving 5,067 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #428.

Cornerstone Wealth Management first reported a position in IJS in Q1 2016 and has held it in 16 quarters since. The position peaked at $697K in Q2 2026. 624 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Cornerstone Wealth Management held 5,067 shares of iShares S&P Small-Cap 600 Value ETF worth $649K as of Q3 2026.
  • Cornerstone Wealth Management sold 29 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $3.94K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #428 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 16 quarters since.
  • Cornerstone Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $697K in Q2 2026.
  • 624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.