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iShares S&P SmallCap 600 Index shares owned by Cornerstone Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cornerstone Advisory from 13F filings

Historical chart of Cornerstone Advisory investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Cornerstone Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cornerstone Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $22M 201k 106.66
2024-03-31 $22M 201k 110.52
2023-09-30 $19M 196k 94.33
2023-06-30 $17M 171k 99.65
2023-03-31 $17M 176k 96.70
2022-12-31 $17M 175k 94.64
2022-09-30 $6.4M 74k 87.19
2022-06-30 $6.0M 65k 92.42
2022-03-31 $9.4M 87k 107.88
2021-12-31 $7.8M 68k 114.51
2021-09-30 $6.1M 56k 109.20
2021-06-30 $5.5M 49k 112.97
2021-03-31 $5.5M 51k 108.53
2020-12-31 $4.7M 51k 91.91
2020-09-30 $3.4M 49k 70.23
2020-06-30 $3.2M 47k 68.29
2020-03-31 $6.2M 111k 56.11
2019-12-31 $15M 179k 83.85
2019-09-30 $15M 186k 77.84
2019-06-30 $15M 194k 78.28
2019-03-31 $16M 202k 77.15
2018-12-31 $15M 210k 69.32
2018-09-30 $19M 215k 87.24
2018-06-30 $18M 219k 83.46
2018-03-31 $17M 219k 77.01
2017-12-31 $16M 211k 76.81
2017-09-30 $17M 225k 74.22
2017-06-30 $17M 236k 70.11
2017-03-31 $15M 221k 69.16
2016-12-31 $15M 112k 137.52
2016-09-30 $14M 111k 124.15
2016-06-30 $13M 112k 116.21
2016-03-31 $13M 114k 112.57
2015-12-31 $13M 120k 110.11

More positions owned by Cornerstone Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Cornerstone Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp
Branch Banking & Trust Company

View all funds holding iShares S&P SmallCap 600 Index