CAM
SMMD icon

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
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

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 $3.25B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return