Armstrong Advisory Group
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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

Glenmede Investment Management
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Armstrong Advisory Group's SMMD Position: Q2 2025 in Review

Armstrong Advisory Group sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 354 shares — an estimated $24.1K sold.

Armstrong Advisory Group first reported a position in SMMD in Q4 2022 and held it in 10 quarters. The position peaked at $4.75M in Q4 2022. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • Armstrong Advisory Group reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 354 iShares Russell 2500 ETF shares in Q2 2025, an estimated $24.1K.
  • Armstrong Advisory Group first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 10 quarters.
  • Armstrong Advisory Group's iShares Russell 2500 ETF position peaked at $4.75M in Q4 2022.
  • 198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.