CX Institutional’s iShares Russell 2500 ETF SMMD Stock Holding History

CX Institutional’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	$6.04M	Buy	70,626 +1,469	+2%	+$132K	0.16%	146
2026 Q2	$6.34M	Sell	69,157 -549	-0.8%	-$47.1K	0.18%	136
2026 Q1	$5.32M	Buy	69,706 +2,706	+4%	+$213K	0.16%	155
2025 Q4	$5.02M	Buy	67,000 +3,494	+6%	+$260K	0.15%	146
2025 Q3	$4.68M	Buy	63,506 +1,376	+2%	+$98K	0.14%	150
2025 Q2	$4.21M	Buy	62,130 +12,922	+26%	+$819K	0.15%	149
2025 Q1	$3.08M	Buy	49,208 +15,754	+47%	+$1.06M	0.12%	149
2024 Q4	$2.27M	Buy	33,454 +4,474	+15%	+$313K	0.09%	168
2024 Q3	$1.96M	Buy	28,980 +4,902	+20%	+$320K	0.09%	196
2024 Q2	$1.51M	Buy	24,078 +630	+3%	+$39.6K	0.07%	220
2024 Q1	$1.54M	Buy	23,448 +2,445	+12%	+$151K	0.07%	218
2023 Q4	$1.29M	Buy	+21,003	New	+$1.16M	0.07%	230

Other funds holding SMMD

SWM

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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HAG

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

HWA

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

FFA

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

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CX Institutional's SMMD Position: Q3 2026 in Review

CX Institutional increased its iShares Russell 2500 ETF (SMMD) stake by 2.1% in Q3 2026, buying an estimated $132K and bringing the position to 70,626 shares worth $6.04M. The position accounts for 0.16% of the portfolio, ranked #146.

CX Institutional first reported a position in SMMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.34M in Q2 2026. 13 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

CX Institutional held 70,626 shares of iShares Russell 2500 ETF worth $6.04M as of Q3 2026.
CX Institutional bought 1,469 iShares Russell 2500 ETF shares in Q3 2026, an estimated $132K.
iShares Russell 2500 ETF made up 0.16% of CX Institutional's portfolio in Q3 2026, its #146 holding.
CX Institutional first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 12 quarters since.
CX Institutional's iShares Russell 2500 ETF position peaked at $6.34M in Q2 2026.
13 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.