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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$83.7K Sell
1,210
-20
-2% -$1.38K 0.02% 163
2025
Q1 		$73.4K Buy
1,230
+20
+2% +$1.19K 0.02% 178
2024
Q4 		$85.1K Buy
+1,210
New +$85.1K 0.02% 123