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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
2024-03-31 $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

NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Indl (XLI)

View all positions for Cornerstone Wealth Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index