Ownership history in Cornerstone Wealth Management, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in ISHARES TR (PFF). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,383 | +1,068 | +20.1% | 0.01% | $202K | $30.83 |
| 2019 Q4 | REDUCED | 5,315 | -895 | -14.4% | 0.03% | $200K | $26.48 |
| 2019 Q3 | REDUCED | 6,210 | -383 | -5.8% | 0.04% | $233K | $25.99 |
| 2019 Q2 | REDUCED | 6,593 | -116 | -1.7% | 0.04% | $247K | $25.18 |
| 2019 Q1 | REDUCED | 6,709 | -1,410 | -17.4% | 0.11% | $946K | $24.63 |
| 2018 Q4 | REDUCED | 8,119 | -511,319 | -98.4% | 0.06% | $275K | $22.84 |
| 2018 Q3 | ADDED | 519,438 | +63,552 | +13.9% | 0.17% | $13.6M | $24.27 |
| 2018 Q2 | ADDED | 455,886 | +442,724 | +3363.7% | 0.14% | $12.0M | $24.31 |
| 2018 Q1 | REDUCED | 13,162 | -559 | -4.1% | 0.10% | $498K | $23.86 |
| 2017 Q4 | ADDED | 13,721 | +166 | +1.2% | 0.10% | $528K | $23.95 |
As of 2025 Q4 — sorted by position size