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

Arcadia 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
Q3 		$7.42M Buy
86,718
+77,662
+858% +$6.98M 3.08% 17
2026
Q2 		$830K Buy
+9,056
New +$778K 0.35% 34

Other funds holding SMMD

DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
UCIG
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Arcadia Investment Advisors's SMMD Position: Q3 2026 in Review

Arcadia Investment Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 858% in Q3 2026, buying an estimated $6.98M and bringing the position to 86,718 shares worth $7.42M. The position accounts for 3.08% of the portfolio, ranked #17.

Arcadia Investment Advisors first reported a position in SMMD in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Arcadia Investment Advisors held 86,718 shares of iShares Russell 2500 ETF worth $7.42M as of Q3 2026.
  • Arcadia Investment Advisors bought 77,662 iShares Russell 2500 ETF shares in Q3 2026, an estimated $6.98M.
  • iShares Russell 2500 ETF made up 3.08% of Arcadia Investment Advisors's portfolio in Q3 2026, its #17 holding.
  • Arcadia Investment Advisors first reported a position in iShares Russell 2500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.