AAG
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Armstrong Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Armstrong Advisory 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
2025
Q2 		– Sell
-354
Closed -$24.1K – 975
2025
Q1 		$24.1K Hold
354
– – ﹤0.01% 482
2024
Q4 		$24.1K Hold
354
– – ﹤0.01% 482
2024
Q3 		$24K Sell
354
-141
-28% -$9.2K ﹤0.01% 476
2024
Q2 		$31K Sell
495
-12
-2% -$755 ﹤0.01% 422
2024
Q1 		$31.2K Hold
507
– – ﹤0.01% 401
2023
Q4 		$31.2K Sell
507
-157
-24% -$8.7K ﹤0.01% 401
2023
Q3 		$36.2K Sell
664
-463
-41% -$26.7K ﹤0.01% 381
2023
Q2 		$64.8K Sell
1,127
-1,470
-57% -$80.3K 0.01% 307
2023
Q1 		$142K Sell
2,597
-86,819
-97% -$4.87M 0.02% 198
2022
Q4 		$4.75M Buy
+89,416
New +$4.8M 0.63% 27

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return