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 Q3	–	Sell	-461	Closed	-$41.2K	–	1444
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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

Cornerstone Planning Group's SMMD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Russell 2500 ETF (SMMD) in Q3 2026, closing a stake of 461 shares — an estimated $41.2K sold.

Cornerstone Planning Group first reported a position in SMMD in Q4 2024 and held it in 7 quarters. The position peaked at $103K in Q3 2025. 71 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Russell 2500 ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 461 iShares Russell 2500 ETF shares in Q3 2026, an estimated $41.2K.
Cornerstone Planning Group first reported a position in iShares Russell 2500 ETF in Q4 2024 and held it in 7 quarters.
Cornerstone Planning Group's iShares Russell 2500 ETF position peaked at $103K in Q3 2025.
71 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.