Cornerstone Wealth Management »

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

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

Historical chart of Cornerstone Wealth Management 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 Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 27k 116.96
2024-06-30 $3.0M 28k 106.66
2024-03-31 $3.0M 27k 110.52
2023-12-31 $3.0M 28k 108.25
2023-09-30 $2.8M 30k 94.33
2023-06-30 $3.0M 31k 99.65
2023-03-31 $2.5M 25k 96.70
2022-09-30 $2.6M 30k 87.19
2022-06-30 $2.7M 29k 92.40
2022-03-31 $3.3M 31k 107.88
2021-12-31 $4.1M 36k 114.49
2021-09-30 $3.8M 35k 109.19
2021-06-30 $4.0M 35k 112.99
2021-03-31 $3.7M 34k 108.51
2020-12-31 $4.5M 49k 91.91
2020-09-30 $3.8M 54k 70.23
2020-06-30 $2.9M 42k 68.29
2020-03-31 $2.5M 45k 56.11
2019-12-31 $4.3M 52k 83.85
2019-09-30 $4.8M 62k 77.84
2019-06-30 $5.0M 63k 78.62
2019-03-31 $1.2M 71k 17.19
2018-12-31 $4.9M 70k 69.32
2018-09-30 $47M 3.5M 13.38
2018-06-30 $59M 4.9M 11.86
2018-03-31 $4.5M 59k 75.26
2017-12-31 $4.2M 53k 78.11
2017-09-30 $3.5M 47k 74.82
2017-06-30 $2.7M 38k 69.72
2017-03-31 $3.0M 44k 67.17
2016-12-31 $1.7M 12k 138.29
2016-09-30 $701k 5.7k 123.33

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone Wealth Management

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
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index