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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CNBOF
City National Bank of Florida Miami, Florida $238M AUM 29.9% 1-Year Est. Return

Benchmark Financial Wealth Advisors's SMMD Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 4.8% in Q2 2026, buying an estimated $364K and bringing the position to 92,212 shares worth $8.45M. The position accounts for 2.08% of the portfolio, ranked #18.

Benchmark Financial Wealth Advisors first reported a position in SMMD in Q4 2022 and has held it in 15 quarters since. 39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 92,212 shares of iShares Russell 2500 ETF worth $8.45M as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 4,237 iShares Russell 2500 ETF shares in Q2 2026, an estimated $364K.
  • iShares Russell 2500 ETF made up 2.08% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.