SCZ — ISHARES TR

Ownership history in Cornerstone Management, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Management, Inc. reported a position in ISHARES TR (SCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.43% (2023 Q4)
Avg. % of fund
1.13%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,129 +1,700 +2.5% 0.89% $5.4M $77.53
2025 Q3 ADDED 68,429 +3,524 +5.4% 0.87% $5.2M $75.25
2025 Q2 REDUCED 64,905 -1,377 -2.1% 0.82% $4.7M $71.29
2025 Q1 REDUCED 66,282 -2,319 -3.4% 0.79% $4.2M $61.39
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCZ price (monthly, adj. close)

Other funds also holding SCZ

As of 2025 Q4 — sorted by position size

Bear Mountain Capital, Inc. 8.45% LTG Capital LLC 3Y 6.12% Shakespeare Wealth Management, LLC 3Y 7Y 5.05% Sound Stewardship, LLC 4.88% Shore Point Advisors, LLC 3Y 3.99% Omega Financial Group, LLC 3Y 7Y 3.59% DORVAL Corp 3.35% Brand Asset Management Group, Inc. 3Y 7Y 3.22% Shoker Investment Counsel, Inc. 3Y 7Y 3.21% NorthStar Asset Management LLC /NJ/ 2.54%
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