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 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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Financial Group's SMMD Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares Russell 2500 ETF (SMMD) stake by 2.2% in Q2 2026, buying an estimated $35K and bringing the position to 19,186 shares worth $1.76M. The position accounts for 1.08% of the portfolio, ranked #25.

Cornerstone Financial Group first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Cornerstone Financial Group held 19,186 shares of iShares Russell 2500 ETF worth $1.76M as of Q2 2026.
Cornerstone Financial Group bought 407 iShares Russell 2500 ETF shares in Q2 2026, an estimated $35K.
iShares Russell 2500 ETF made up 1.08% of Cornerstone Financial Group's portfolio in Q2 2026, its #25 holding.
Cornerstone Financial Group first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.