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

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

Historical chart of Cornerstone Wealth 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 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

Quarter filed Position value Share count Share price at filing
2026-06-30 $271k 1.9k 146.16

More positions owned by Cornerstone Wealth

Calamos Etf Tr Autoc Incom Etf (CAIE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Fidelity Covington Trust High Divid Etf (FDVV)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
Calamos Etf Tr Nasdaq Autocalll (CAIQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Innovator Etfs Trust Inde Aut Inc Etf (ACII)
Innovator Etfs Trust Growth 100 Pwr B (NMAR)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Innovator Etfs Trust Innovator Gw 100 (NFEB)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cornerstone Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index