Fairman Group
SMMD icon

Fairman Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Fairman 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
Q3 		$1.02M Buy
11,951
+2,798
+31% +$251K 0.73% 26
2026
Q2 		$839K Buy
9,153
+1,895
+26% +$163K 0.66% 26
2026
Q1 		$554K Buy
7,258
+3,297
+83% +$260K 0.47% 28
2025
Q4 		$297K Buy
3,961
+1,697
+75% +$126K 0.24% 43
2025
Q3 		$167K Buy
2,264
+627
+38% +$44.7K 0.13% 59
2025
Q2 		$111K Buy
1,637
+1,414
+634% +$89.6K 0.09% 70
2025
Q1 		$0 Buy
+223
New +$15K ﹤0.01% 328

Other funds holding SMMD

Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Ulrich Consultants & Investment Group
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Sawyer Falduto Asset Management
Sawyer Falduto Asset Management Elmhurst, Illinois $124M AUM 11.3% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Fairman Group's SMMD Position: Q3 2026 in Review

Fairman Group increased its iShares Russell 2500 ETF (SMMD) stake by 31% in Q3 2026, buying an estimated $251K and bringing the position to 11,951 shares worth $1.02M. The position accounts for 0.73% of the portfolio, ranked #26.

Fairman Group first reported a position in SMMD in Q1 2025 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Fairman Group held 11,951 shares of iShares Russell 2500 ETF worth $1.02M as of Q3 2026.
  • Fairman Group bought 2,798 iShares Russell 2500 ETF shares in Q3 2026, an estimated $251K.
  • iShares Russell 2500 ETF made up 0.73% of Fairman Group's portfolio in Q3 2026, its #26 holding.
  • Fairman Group first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.