Berger Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Berger Financial 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
2026 Q1	$11M	Buy	143,458 +2,380	+2%	+$188K	0.61%	34
2025 Q4	$10.6M	Sell	141,078 -1,420	-1%	-$106K	0.61%	34
2025 Q3	$10.5M	Buy	142,498 +3,650	+3%	+$260K	0.63%	35
2025 Q2	$9.41M	Buy	138,848 +6,407	+5%	+$406K	0.61%	36
2025 Q1	$8.28M	Sell	132,441 -31,390	-19%	-$2.12M	0.57%	35
2024 Q4	$11.1M	Buy	163,831 +4,776	+3%	+$334K	0.77%	33
2024 Q3	$10.8M	Buy	159,055 +8,318	+6%	+$543K	0.78%	32
2024 Q2	$9.44M	Buy	150,737 +2,660	+2%	+$167K	0.75%	33
2024 Q1	$9.72M	Buy	148,077 +15,253	+11%	+$944K	0.8%	30
2023 Q4	$8.18M	Buy	132,824 +10,019	+8%	+$555K	0.85%	25
2023 Q3	$6.69M	Buy	122,805 +33	+0%	+$1.9K	0.77%	28
2023 Q2	$7.06M	Buy	122,772 +8,977	+8%	+$491K	0.8%	28
2023 Q1	$6.24M	Buy	+113,795	New	+$6.39M	0.75%	31

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Berger Financial Group's SMMD Position: Q1 2026 in Review

Berger Financial Group increased its iShares Russell 2500 ETF (SMMD) stake by 1.7% in Q1 2026, buying an estimated $188K and bringing the position to 143,458 shares worth $11M. The position accounts for 0.61% of the portfolio, ranked #34.

Berger Financial Group first reported a position in SMMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q4 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Berger Financial Group held 143,458 shares of iShares Russell 2500 ETF worth $11M as of Q1 2026.
Berger Financial Group bought 2,380 iShares Russell 2500 ETF shares in Q1 2026, an estimated $188K.
iShares Russell 2500 ETF made up 0.61% of Berger Financial Group's portfolio in Q1 2026, its #34 holding.
Berger Financial Group first reported a position in iShares Russell 2500 ETF in Q1 2023 and has held it in 13 quarters since.
Berger Financial Group's iShares Russell 2500 ETF position peaked at $11.1M in Q4 2024.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.