First Heartland Consultants’s iShares Russell 2500 ETF SMMD Stock Holding History

First Heartland Consultants’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	$317K	Sell	3,464 -346	-9%	-$29.7K	0.02%	450
2026 Q1	$291K	Sell	3,810 -153	-4%	-$12.1K	0.02%	416
2025 Q4	$297K	Buy	3,963 +418	+12%	+$31.1K	0.02%	420
2025 Q3	$261K	Buy	3,545 +562	+19%	+$40K	0.02%	434
2025 Q2	$202K	Buy	+2,983	New	+$189K	0.02%	485
2025 Q1	–	Sell	-3,013	Closed	-$205K	–	479
2024 Q4	$205K	Buy	3,013 +46	+2%	+$3.22K	0.02%	430
2024 Q3	$201K	Buy	+2,967	New	+$194K	0.02%	443

Other funds holding SMMD

Diesslin Group Fort Worth, Texas $259M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return