Cornerstone Wealth Management’s iShares MSCI USA ETF MLRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $339K | Hold |
3,273
| – | – | 0.01% | 574 |
|
|
2026
Q1 | $294K | Buy |
3,273
+3
| +0.1% | +$282 | 0.01% | 583 |
|
|
2025
Q4 | $309K | Hold |
3,270
| – | – | 0.02% | 537 |
|
|
2025
Q3 | $302K | Hold |
3,270
| – | – | 0.02% | 526 |
|
|
2025
Q2 | $281K | Hold |
3,270
| – | – | 0.02% | 529 |
|
|
2025
Q1 | $253K | Buy |
3,270
+1
| +0% | +$81 | 0.02% | 516 |
|
|
2024
Q4 | $265K | Sell |
3,269
-72
| -2% | -$5.88K | 0.02% | 491 |
|
|
2024
Q3 | $265K | Hold |
3,341
| – | – | 0.02% | 481 |
|
|
2024
Q2 | $251K | Buy |
3,341
+1
| +0% | +$72 | 0.02% | 469 |
|
|
2024
Q1 | $242K | Hold |
3,340
| – | – | 0.02% | 477 |
|
|
2023
Q4 | $220K | Buy |
+3,340
| New | +$205K | 0.02% | 483 |
|
|
2023
Q3 | – | Sell |
-3,339
| Closed | -$204K | – | 533 |
|
|
2023
Q2 | $204K | Buy |
+3,339
| New | +$193K | 0.02% | 485 |
|
|
2022
Q3 | $373K | Buy |
7,562
+1
| +0% | +$55 | 0.04% | 311 |
|
|
2022
Q2 | $393K | Sell |
7,561
-124
| -2% | -$7.02K | 0.04% | 305 |
|
|
2022
Q1 | $483K | Sell |
7,685
-663
| -8% | -$41K | 0.05% | 279 |
|
|
2021
Q4 | $554K | Sell |
8,348
-147
| -2% | -$9.5K | 0.05% | 268 |
|
|
2021
Q3 | $516K | Sell |
8,495
-82
| -1% | -$5.12K | 0.05% | 269 |
|
|
2021
Q2 | $521K | Sell |
8,577
-1,111
| -11% | -$65.5K | 0.05% | 275 |
|
|
2021
Q1 | $543K | Sell |
9,688
-56
| -0.6% | -$3.08K | 0.06% | 259 |
|
|
2020
Q4 | $528K | Sell |
9,744
-120
| -1% | -$6.14K | 0.07% | 238 |
|
|
2020
Q3 | $481K | Sell |
9,864
-2,016
| -17% | -$96.1K | 0.07% | 224 |
|
|
2020
Q2 | $518K | Sell |
11,880
-868
| -7% | -$35.9K | 0.08% | 209 |
|
|
2020
Q1 | $467K | Sell |
12,748
-1,804
| -12% | -$79K | 0.09% | 205 |
|
|
2019
Q4 | $671K | Sell |
14,552
-81,828
| -85% | -$3.59M | 0.11% | 174 |
|
|
2019
Q3 | $4.05M | Sell |
96,380
-1,492
| -2% | -$62K | 0.71% | 28 |
|
|
2019
Q2 | $4.03M | Sell |
97,872
-808
| -0.8% | -$33K | 0.72% | 28 |
|
|
2019
Q1 | $8.88M | Buy |
98,680
+1,868
| +2% | +$71.7K | 1.08% | 16 |
|
|
2018
Q4 | $3.46M | Buy |
+96,812
| New | +$3.78M | 0.74% | 26 |
|
|
2018
Q1 | $7.4M | Buy |
196,636
+13,148
| +7% | +$527K | 1.41% | 15 |
|
|
2017
Q4 | $7.44M | Sell |
183,488
-5,700
| -3% | -$222K | 1.4% | 14 |
|
|
2017
Q3 | $7.17M | Buy |
189,188
+664
| +0.4% | +$24.7K | 1.49% | 11 |
|
|
2017
Q2 | $6.9M | Buy |
188,524
+9,848
| +6% | +$356K | 1.55% | 11 |
|
|
2017
Q1 | $6.33M | Buy |
178,676
+4,880
| +3% | +$169K | 1.57% | 12 |
|
|
2016
Q4 | $5.79M | Buy |
173,796
+16,544
| +11% | +$537K | 1.86% | 13 |
|
|
2016
Q3 | $5.01M | Buy |
+157,252
| New | +$5.02M | 1.85% | 15 |
|
Other funds holding MLRG
ETC
Cornerstone Wealth Management's MLRG Position: Q2 2026 in Review
Cornerstone Wealth Management held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 3,273 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #574.
Cornerstone Wealth Management first reported a position in MLRG in Q3 2016 and has held it in 35 quarters since. The position peaked at $8.88M in Q1 2019. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.
- Cornerstone Wealth Management held 3,273 shares of iShares MSCI USA ETF worth $339K as of Q2 2026.
- Cornerstone Wealth Management left its iShares MSCI USA ETF share count unchanged in Q2 2026.
- iShares MSCI USA ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #574 holding.
- Cornerstone Wealth Management first reported a position in iShares MSCI USA ETF in Q3 2016 and has held it in 35 quarters since.
- Cornerstone Wealth Management's iShares MSCI USA ETF position peaked at $8.88M in Q1 2019.
- 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.