Badgley Phelps Wealth Managers’s iShares Russell 2500 ETF SMMD Stock Holding History

Badgley Phelps Wealth Managers’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	$34.1M	Buy	399,247 +119,744	+43%	+$10.8M	0.59%	43
2026 Q2	$25.6M	Buy	+279,503	New	+$24M	0.45%	59
2023 Q1	–	Sell	-6,651	Closed	-$353K	–	219
2022 Q4	$353K	Buy	+6,651	New	+$357K	0.01%	165

Other funds holding SMMD

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

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

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Badgley Phelps Wealth Managers's SMMD Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Russell 2500 ETF (SMMD) stake by 43% in Q3 2026, buying an estimated $10.8M and bringing the position to 399,247 shares worth $34.1M. The position accounts for 0.59% of the portfolio, ranked #43.

Badgley Phelps Wealth Managers first reported a position in SMMD in Q4 2022 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Badgley Phelps Wealth Managers held 399,247 shares of iShares Russell 2500 ETF worth $34.1M as of Q3 2026.
Badgley Phelps Wealth Managers bought 119,744 iShares Russell 2500 ETF shares in Q3 2026, an estimated $10.8M.
iShares Russell 2500 ETF made up 0.59% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #43 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.