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iShares S&P SmallCap 600 Index shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1M 61k 116.96
2024-06-30 $6.4M 60k 106.66
2024-03-31 $6.6M 60k 110.52
2022-03-31 $4.8M 44k 107.88
2021-09-30 $4.3M 40k 109.20
2019-12-31 $4.7M 56k 83.86
2019-09-30 $4.3M 55k 77.84
2019-06-30 $4.6M 59k 78.28
2019-03-31 $4.1M 54k 77.14

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada
Glenmede Trust Company
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index