AWM
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Abound Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Abound Wealth Management’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 		$3.77K Buy
+41
New +$3.52K ﹤0.01% 652

Other funds holding SMMD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Abound Wealth Management's SMMD Position: Q2 2026 in Review

Abound Wealth Management opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 41 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings.

39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Abound Wealth Management held 41 shares of iShares Russell 2500 ETF worth $3.77K as of Q2 2026.
  • iShares Russell 2500 ETF was a new Abound Wealth Management position in Q2 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #652 holding.
  • 39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.