FFA
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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Farther Finance Advisors's SMMD Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 6.3% in Q2 2026, selling an estimated $72.7K and leaving 12,599 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1012.

Farther Finance Advisors first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Farther Finance Advisors held 12,599 shares of iShares Russell 2500 ETF worth $1.15M as of Q2 2026.
  • Farther Finance Advisors sold 847 iShares Russell 2500 ETF shares in Q2 2026, an estimated $72.7K.
  • iShares Russell 2500 ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1012 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.