Cornerstone Financial Group
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Cornerstone Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Cornerstone Financial Group’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.74M Buy
20,310
+1,124
+6% +$101K 1.01% 26
2026
Q2 		$1.76M Buy
19,186
+407
+2% +$35K 1.08% 25
2026
Q1 		$1.6M Buy
18,779
+956
+5% +$75.4K 1.03% 25
2025
Q4 		$1.34M Buy
17,823
+302
+2% +$22.5K 0.93% 28
2025
Q3 		$1.29M Buy
17,521
+1,348
+8% +$96K 1% 27
2025
Q2 		$1.1M Buy
16,173
+49
+0.3% +$3.1K 0.93% 29
2025
Q1 		$1.06M Buy
16,124
+3,505
+28% +$236K 0.95% 29
2024
Q4 		$858K Buy
+12,619
New +$882K 0.85% 30

Other funds holding SMMD

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Cornerstone Financial Group's SMMD Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares Russell 2500 ETF (SMMD) stake by 5.9% in Q3 2026, buying an estimated $101K and bringing the position to 20,310 shares worth $1.74M. The position accounts for 1.01% of the portfolio, ranked #26.

Cornerstone Financial Group first reported a position in SMMD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q2 2026. 200 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Cornerstone Financial Group held 20,310 shares of iShares Russell 2500 ETF worth $1.74M as of Q3 2026.
  • Cornerstone Financial Group bought 1,124 iShares Russell 2500 ETF shares in Q3 2026, an estimated $101K.
  • iShares Russell 2500 ETF made up 1.01% of Cornerstone Financial Group's portfolio in Q3 2026, its #26 holding.
  • Cornerstone Financial Group first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 8 quarters since.
  • Cornerstone Financial Group's iShares Russell 2500 ETF position peaked at $1.76M in Q2 2026.
  • 200 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.