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

CMH 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
Q2 		$11.6M Buy
127,138
+2,087
+2% +$179K 1.78% 18
2026
Q1 		$9.55M Sell
125,051
-1,203
-1% -$94.8K 1.64% 20
2025
Q4 		$9.46M Sell
126,254
-232
-0.2% -$17.3K 2.03% 19
2025
Q3 		$9.33M Sell
126,486
-701
-0.6% -$49.9K 1.99% 21
2025
Q2 		$8.62M Sell
127,187
-131,230
-51% -$8.32M 2.01% 22
2025
Q1 		$16.2M Sell
258,417
-464
-0.2% -$31.3K 4.05% 6
2024
Q4 		$17.6M Buy
258,881
+1,169
+0.5% +$81.7K 4.03% 5
2024
Q3 		$17.5M Sell
257,712
-1,892
-0.7% -$123K 4.11% 5
2024
Q2 		$16.3M Sell
259,604
-1,815
-0.7% -$114K 4% 5
2024
Q1 		$17.2M Sell
261,419
-15,340
-6% -$949K 4.36% 5
2023
Q4 		$17M Buy
276,759
+78,158
+39% +$4.33M 4.13% 6
2023
Q3 		$10.9M Buy
198,601
+8,119
+4% +$467K 3.04% 10
2023
Q2 		$10.9M Buy
190,482
+4,335
+2% +$237K 2.94% 12
2023
Q1 		$10.2M Buy
186,147
+7,179
+4% +$403K 2.95% 11
2022
Q4 		$9.51M Buy
+178,968
New +$9.61M 3.05% 11

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CMH Wealth Management's SMMD Position: Q2 2026 in Review

CMH Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 1.7% in Q2 2026, buying an estimated $179K and bringing the position to 127,138 shares worth $11.6M. The position accounts for 1.78% of the portfolio, ranked #18.

CMH Wealth Management first reported a position in SMMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.6M in Q4 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • CMH Wealth Management held 127,138 shares of iShares Russell 2500 ETF worth $11.6M as of Q2 2026.
  • CMH Wealth Management bought 2,087 iShares Russell 2500 ETF shares in Q2 2026, an estimated $179K.
  • iShares Russell 2500 ETF made up 1.78% of CMH Wealth Management's portfolio in Q2 2026, its #18 holding.
  • CMH Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 15 quarters since.
  • CMH Wealth Management's iShares Russell 2500 ETF position peaked at $17.6M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.