Financial Management Network’s iShares Russell 2500 ETF SMMD Stock Holding History

Financial Management Network’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	$406K	Buy	4,684 +6	+0.1%	+$539	0.06%	143
2026 Q2	$419K	Sell	4,678 -50	-1%	-$4.29K	0.06%	149
2026 Q1	$381K	Sell	4,728 -550	-10%	-$43.4K	0.06%	144
2025 Q4	$401K	Buy	5,278 +2	+0%	+$149	0.06%	130
2025 Q3	$395K	Sell	5,276 -87	-2%	-$6.2K	0.07%	132
2025 Q2	$373K	Sell	5,363 -116	-2%	-$7.35K	0.07%	130
2025 Q1	$307K	Buy	5,479 +559	+11%	+$37.7K	0.07%	129
2024 Q4	$339K	Buy	4,920 +617	+14%	+$43.1K	0.07%	126
2024 Q3	$291K	Buy	+4,303	New	+$281K	0.06%	143

Other funds holding SMMD

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Financial Management Network's SMMD Position: Q3 2026 in Review

Financial Management Network increased its iShares Russell 2500 ETF (SMMD) stake by 0.13% in Q3 2026, buying an estimated $539 and bringing the position to 4,684 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #143.

Financial Management Network first reported a position in SMMD in Q3 2024 and has held it in 9 quarters since. The position peaked at $419K in Q2 2026. 32 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Financial Management Network held 4,684 shares of iShares Russell 2500 ETF worth $406K as of Q3 2026.
Financial Management Network bought 6 iShares Russell 2500 ETF shares in Q3 2026, an estimated $539.
iShares Russell 2500 ETF made up 0.06% of Financial Management Network's portfolio in Q3 2026, its #143 holding.
Financial Management Network first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 9 quarters since.
Financial Management Network's iShares Russell 2500 ETF position peaked at $419K in Q2 2026.
32 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.