Cornerstone Planning Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cornerstone Planning Group’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.3M	Buy	471,147 +37,561	+9%	+$2.92M	5.24%	5
2025 Q4	$34.2M	Sell	433,586 -9,589	-2%	-$715K	5.33%	5
2025 Q3	$32.8M	Buy	443,175 +7,628	+2%	+$546K	5.25%	5
2025 Q2	$30.2M	Buy	435,547 +35,724	+9%	+$2.26M	6.17%	5
2025 Q1	$23.7M	Buy	399,823 +28,347	+8%	+$1.91M	5.66%	5
2024 Q4	$26.1M	Buy	371,476 +9,250	+3%	+$641K	6.41%	5
2024 Q3	$24.2M	Buy	+362,226	New	+$23M	6.39%	4

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Cornerstone Planning Group's SMLF Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 8.7% in Q1 2026, buying an estimated $2.92M and bringing the position to 471,147 shares worth $39.3M. The position accounts for 5.24% of the portfolio, ranked #5.

Cornerstone Planning Group first reported a position in SMLF in Q3 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

Cornerstone Planning Group held 471,147 shares of iShares US Small Cap Equity Factor ETF worth $39.3M as of Q1 2026.
Cornerstone Planning Group bought 37,561 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $2.92M.
iShares US Small Cap Equity Factor ETF made up 5.24% of Cornerstone Planning Group's portfolio in Q1 2026, its #5 holding.
Cornerstone Planning Group first reported a position in iShares US Small Cap Equity Factor ETF in Q3 2024 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

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