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 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 $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Cornerstone Financial Group's SMMD Position: Q1 2026 in Review

Cornerstone Financial Group increased its iShares Russell 2500 ETF (SMMD) stake by 5.4% in Q1 2026, buying an estimated $75.4K and bringing the position to 18,779 shares worth $1.6M. The position accounts for 1.03% of the portfolio, ranked #25.

Cornerstone Financial Group first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Cornerstone Financial Group held 18,779 shares of iShares Russell 2500 ETF worth $1.6M as of Q1 2026.
Cornerstone Financial Group bought 956 iShares Russell 2500 ETF shares in Q1 2026, an estimated $75.4K.
iShares Russell 2500 ETF made up 1.03% of Cornerstone Financial Group's portfolio in Q1 2026, its #25 holding.
Cornerstone Financial Group first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Cornerstone Financial Group's 13F filing for Q1 2026, filed 6 May 2026.