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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$30.2M Buy
435,547
+35,724
+9% +$2.48M 6.17% 5
2025
Q1 		$23.7M Buy
399,823
+28,347
+8% +$1.68M 5.66% 5
2024
Q4 		$26.1M Buy
371,476
+9,250
+3% +$650K 6.41% 5
2024
Q3 		$24.2M Buy
+362,226
New +$24.2M 6.39% 4