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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	16,173 +49	+0.3%	+$3.32K	0.93%	29
2025 Q1	$1.06M	Buy	16,124 +3,505	+28%	+$231K	0.95%	29
2024 Q4	$858K	Buy	+12,619	New	+$858K	0.85%	30