Diversify Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
Other funds holding SMMD
AIA
Diversify Advisory Services's SMMD Position: Q3 2026 in Review
Diversify Advisory Services reduced its iShares Russell 2500 ETF (SMMD) stake by 32% in Q3 2026, selling an estimated $286K and leaving 6,751 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #871.
Diversify Advisory Services first reported a position in SMMD in Q1 2024 and has held it in 5 quarters since. The position peaked at $891K in Q2 2026. 53 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.
- Diversify Advisory Services held 6,751 shares of iShares Russell 2500 ETF worth $578K as of Q3 2026.
- Diversify Advisory Services sold 3,188 iShares Russell 2500 ETF shares in Q3 2026, an estimated $286K.
- iShares Russell 2500 ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #871 holding.
- Diversify Advisory Services first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 5 quarters since.
- Diversify Advisory Services's iShares Russell 2500 ETF position peaked at $891K in Q2 2026.
- 53 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.