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

Cornerstone Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,514	Closed	-$211K	–	492
2021 Q4	$211K	Buy	+1,514	New	+$206K	0.02%	476
2020 Q2	–	Sell	-3,566	Closed	-$246K	–	395
2020 Q1	$246K	Sell	3,566 -1,588	-31%	-$140K	0.05%	287
2019 Q4	$498K	Sell	5,154 -682	-12%	-$63K	0.08%	207
2019 Q3	$521K	Sell	5,836 -312	-5%	-$28.2K	0.09%	201
2019 Q2	$561K	Hold	6,148	–	–	0.1%	196
2019 Q1	$1.09M	Buy	6,148 +736	+14%	+$65K	0.13%	176
2018 Q4	$437K	Buy	+5,412	New	+$482K	0.09%	216
2018 Q1	$308K	Buy	3,584 +208	+6%	+$18.1K	0.06%	289
2017 Q4	$292K	Buy	3,376 +378	+13%	+$31.6K	0.05%	310
2017 Q3	$247K	Buy	2,998 +160	+6%	+$12.5K	0.05%	316
2017 Q2	$220K	Buy	+2,838	New	+$218K	0.05%	333

Other funds holding IJT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Cornerstone Wealth Management's IJT Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 1,514 shares — an estimated $211K sold.

Cornerstone Wealth Management first reported a position in IJT in Q2 2017 and held it in 11 quarters. The position peaked at $1.09M in Q1 2019. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Cornerstone Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 1,514 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $211K.
Cornerstone Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2017 and held it in 11 quarters.
Cornerstone Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.09M in Q1 2019.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.