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

Atticus 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 Q3	$641K	Buy	+7,500	New	+$674K	0.14%	87

Other funds holding SMMD

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Sawyer Falduto Asset Management Elmhurst, Illinois $124M AUM 11.3% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Atticus Wealth Management's SMMD Position: Q3 2026 in Review

Atticus Wealth Management opened a new position in iShares Russell 2500 ETF (SMMD) in Q3 2026: 7,500 shares worth $641K. The stake represents 0.14% of the portfolio and ranks #87 among its holdings.

118 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Atticus Wealth Management held 7,500 shares of iShares Russell 2500 ETF worth $641K as of Q3 2026.
iShares Russell 2500 ETF was a new Atticus Wealth Management position in Q3 2026.
iShares Russell 2500 ETF made up 0.14% of Atticus Wealth Management's portfolio in Q3 2026, its #87 holding.
118 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.