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

Cornerstone Planning 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	$41.2K	Buy	461 +10	+2%	+$859	0.01%	453
2026 Q1	$38.7K	Sell	451 -259	-36%	-$20.4K	0.01%	467
2025 Q4	$56.7K	Sell	710 -687	-49%	-$51.2K	0.01%	315
2025 Q3	$103K	Buy	1,397 +187	+15%	+$13.3K	0.02%	208
2025 Q2	$83.7K	Sell	1,210 -20	-2%	-$1.27K	0.02%	163
2025 Q1	$73.4K	Buy	1,230 +20	+2%	+$1.35K	0.02%	178
2024 Q4	$85.1K	Buy	+1,210	New	+$84.6K	0.02%	123

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 Planning Group's SMMD Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Russell 2500 ETF (SMMD) stake by 2.2% in Q2 2026, buying an estimated $859 and bringing the position to 461 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #453.

Cornerstone Planning Group first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $103K in Q3 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Cornerstone Planning Group held 461 shares of iShares Russell 2500 ETF worth $41.2K as of Q2 2026.
Cornerstone Planning Group bought 10 iShares Russell 2500 ETF shares in Q2 2026, an estimated $859.
iShares Russell 2500 ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #453 holding.
Cornerstone Planning Group first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's iShares Russell 2500 ETF position peaked at $103K in Q3 2025.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.