Benchmark Financial Wealth Advisors
SMMD icon

Benchmark Financial Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Benchmark Financial Wealth Advisors’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 		$8.73M Buy
102,075
+9,863
+11% +$886K 2.08% 17
2026
Q2 		$8.45M Buy
92,212
+4,237
+5% +$364K 2.08% 18
2026
Q1 		$6.72M Buy
87,975
+9,884
+13% +$779K 1.86% 19
2025
Q4 		$5.85M Buy
78,091
+3,722
+5% +$277K 1.68% 17
2025
Q3 		$5.48M Buy
74,369
+3,343
+5% +$238K 1.65% 18
2025
Q2 		$4.81M Buy
71,026
+11,291
+19% +$716K 1.59% 17
2025
Q1 		$3.74M Sell
59,735
-11,433
-16% -$770K 1.41% 20
2024
Q4 		$4.84M Buy
71,168
+4,888
+7% +$342K 1.55% 16
2024
Q3 		$4.49M Buy
66,280
+5,497
+9% +$359K 1.5% 17
2024
Q2 		$3.81M Buy
60,783
+6,954
+13% +$437K 1.41% 19
2024
Q1 		$3.53M Buy
53,829
+8,238
+18% +$510K 1.35% 20
2023
Q4 		$2.81M Buy
45,591
+878
+2% +$48.7K 1.21% 20
2023
Q3 		$2.44M Buy
44,713
+4,794
+12% +$276K 1.15% 20
2023
Q2 		$2.29M Buy
39,919
+19,516
+96% +$1.07M 1.06% 19
2023
Q1 		$1.12M Buy
20,403
+10,523
+107% +$591K 0.57% 22
2022
Q4 		$525K Buy
+9,880
New +$531K 0.29% 34

Other funds holding SMMD

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Benchmark Financial Wealth Advisors's SMMD Position: Q3 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 11% in Q3 2026, buying an estimated $886K and bringing the position to 102,075 shares worth $8.73M. The position accounts for 2.08% of the portfolio, ranked #17.

Benchmark Financial Wealth Advisors first reported a position in SMMD in Q4 2022 and has held it in 16 quarters since. 241 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Benchmark Financial Wealth Advisors held 102,075 shares of iShares Russell 2500 ETF worth $8.73M as of Q3 2026.
  • Benchmark Financial Wealth Advisors bought 9,863 iShares Russell 2500 ETF shares in Q3 2026, an estimated $886K.
  • iShares Russell 2500 ETF made up 2.08% of Benchmark Financial Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.