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

CWA Asset Management 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 Q2	$18.8M	Buy	205,082 +17,942	+10%	+$1.54M	0.57%	34
2026 Q1	$14.3M	Buy	187,140 +13,636	+8%	+$1.08M	0.49%	39
2025 Q4	$13M	Buy	173,504 +14,866	+9%	+$1.11M	0.47%	42
2025 Q3	$11.7M	Buy	158,638 +5,928	+4%	+$422K	0.43%	47
2025 Q2	$10.4M	Buy	152,710 +9,786	+7%	+$620K	0.44%	52
2025 Q1	$8.94M	Buy	142,924 +4,829	+3%	+$325K	0.43%	54
2024 Q4	$9.39M	Buy	138,095 +6,816	+5%	+$477K	0.47%	50
2024 Q3	$8.89M	Buy	+131,279	New	+$8.56M	0.47%	53
2024 Q1	$6.2M	Buy	94,564 +28,186	+42%	+$1.74M	0.38%	66
2023 Q4	$4.09M	Buy	66,378 +4,650	+8%	+$258K	0.28%	85
2023 Q3	$3.36M	Buy	+61,728	New	+$3.55M	0.25%	91

Other funds holding SMMD

FWIA

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

Diesslin Group Fort Worth, Texas $259M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

PEWA

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

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

CWA Asset Management Group's SMMD Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares Russell 2500 ETF (SMMD) stake by 9.6% in Q2 2026, buying an estimated $1.54M and bringing the position to 205,082 shares worth $18.8M. The position accounts for 0.57% of the portfolio, ranked #34.

CWA Asset Management Group first reported a position in SMMD in Q3 2023 and has held it in 11 quarters since. 39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

CWA Asset Management Group held 205,082 shares of iShares Russell 2500 ETF worth $18.8M as of Q2 2026.
CWA Asset Management Group bought 17,942 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.54M.
iShares Russell 2500 ETF made up 0.57% of CWA Asset Management Group's portfolio in Q2 2026, its #34 holding.
CWA Asset Management Group first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 11 quarters since.
39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.