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 $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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.