Congress Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Congress Asset 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 Q3	$4.28M	Sell	50,072 -83,644	-63%	-$7.52M	0.03%	269
2026 Q2	$12.3M	Sell	133,716 -105,359	-44%	-$9.05M	0.08%	200
2026 Q1	$18.3M	Sell	239,075 -1,094	-0.5%	-$86.3K	0.13%	155
2025 Q4	$18M	Buy	240,169 +126,878	+112%	+$9.45M	0.13%	152
2025 Q3	$8.35M	Buy	113,291 +55,604	+96%	+$3.96M	0.06%	198
2025 Q2	$3.91M	Sell	57,687 -119,384	-67%	-$7.57M	0.03%	242
2025 Q1	$11.1M	Buy	177,071 +80,686	+84%	+$5.44M	0.08%	183
2024 Q4	$6.55M	Buy	96,385 +61,022	+173%	+$4.27M	0.04%	218
2024 Q3	$2.4M	Sell	35,363 -14,907	-30%	-$973K	0.02%	265
2024 Q2	$3.15M	Buy	50,270 +14,120	+39%	+$888K	0.02%	256
2024 Q1	$2.37M	Sell	36,150 -48,757	-57%	-$3.02M	0.02%	270
2023 Q4	$5.23M	Buy	84,907 +56,290	+197%	+$3.12M	0.04%	233
2023 Q3	$1.56M	Buy	+28,617	New	+$1.65M	0.01%	290

Other funds holding SMMD

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AIA

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Congress Asset Management's SMMD Position: Q3 2026 in Review

Congress Asset Management reduced its iShares Russell 2500 ETF (SMMD) stake by 63% in Q3 2026, selling an estimated $7.52M and leaving 50,072 shares worth $4.28M. The position accounts for 0.03% of the portfolio, ranked #269.

Congress Asset Management first reported a position in SMMD in Q3 2023 and has held it in 13 quarters since. The position peaked at $18.3M in Q1 2026. 21 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Congress Asset Management held 50,072 shares of iShares Russell 2500 ETF worth $4.28M as of Q3 2026.
Congress Asset Management sold 83,644 iShares Russell 2500 ETF shares in Q3 2026, an estimated $7.52M.
iShares Russell 2500 ETF made up 0.03% of Congress Asset Management's portfolio in Q3 2026, its #269 holding.
Congress Asset Management first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 13 quarters since.
Congress Asset Management's iShares Russell 2500 ETF position peaked at $18.3M in Q1 2026.
21 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.