1620 Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

1620 Investment Advisors’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	$429K	Buy	4,677 +66	+1%	+$5.67K	0.27%	103
2026 Q1	$352K	Sell	4,611 -111	-2%	-$8.75K	0.24%	113
2025 Q4	$354K	Buy	4,722 +237	+5%	+$17.6K	0.24%	117
2025 Q3	$331K	Buy	4,485 +124	+3%	+$8.84K	0.22%	122
2025 Q2	$296K	Buy	4,361 +350	+9%	+$22.2K	0.21%	124
2025 Q1	$251K	Buy	4,011 +284	+8%	+$19.1K	0.19%	136
2024 Q4	$253K	Buy	3,727 +1,300	+54%	+$90.9K	0.19%	136
2024 Q3	$164K	Buy	2,427 +89	+4%	+$5.81K	0.12%	171
2024 Q2	$146K	Buy	+2,338	New	+$147K	0.11%	180

Other funds holding SMMD

Diesslin Group Fort Worth, Texas $259M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return