Farther Finance Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Farther Finance Advisors’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	$1.08M	Sell	12,597 -2	-0%	-$180	0.01%	1080
2026 Q2	$1.15M	Sell	12,599 -847	-6%	-$72.7K	0.01%	1012
2026 Q1	$1.04M	Buy	13,446 +2,013	+18%	+$159K	0.01%	944
2025 Q4	$857K	Buy	11,433 +7,271	+175%	+$541K	0.01%	976
2025 Q3	$307K	Buy	4,162 +3,340	+406%	+$238K	﹤0.01%	1374
2025 Q2	$55.7K	Hold	822	–	–	﹤0.01%	2084
2025 Q1	$51.6K	Buy	+822	New	+$55.4K	﹤0.01%	1878

Other funds holding SMMD

SWM

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

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

Farther Finance Advisors's SMMD Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 0.02% in Q3 2026, selling an estimated $180 and leaving 12,597 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1080.

Farther Finance Advisors first reported a position in SMMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2026. 13 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Farther Finance Advisors held 12,597 shares of iShares Russell 2500 ETF worth $1.08M as of Q3 2026.
Farther Finance Advisors sold 2 iShares Russell 2500 ETF shares in Q3 2026, an estimated $180.
iShares Russell 2500 ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1080 holding.
Farther Finance Advisors first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's iShares Russell 2500 ETF position peaked at $1.15M in Q2 2026.
13 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.