Global Wealth Strategies & Associates’s iShares Russell 2500 ETF SMMD Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-207	Closed	-$15.8K	–	400
2026 Q1	$15.8K	Hold	207	–	–	﹤0.01%	273
2025 Q4	$15.5K	Hold	207	–	–	﹤0.01%	263
2025 Q3	$15.3K	Hold	207	–	–	﹤0.01%	245
2025 Q2	$14K	Hold	207	–	–	﹤0.01%	194
2025 Q1	$12.9K	Hold	207	–	–	﹤0.01%	228
2024 Q4	$14.1K	Hold	207	–	–	﹤0.01%	196
2024 Q3	$14K	Hold	207	–	–	﹤0.01%	169
2024 Q2	$13K	Sell	207 -451	-69%	-$28.4K	﹤0.01%	157
2024 Q1	$43.2K	Sell	658 -31	-4%	-$1.92K	0.02%	96
2023 Q4	$42.4K	Sell	689 -75,973	-99%	-$4.21M	0.02%	93
2023 Q3	$4.18M	Sell	76,662 -46,051	-38%	-$2.65M	1.95%	14
2023 Q2	$7.05M	Buy	122,713 +6,981	+6%	+$381K	3.31%	11
2023 Q1	$6.34M	Buy	115,732 +9,741	+9%	+$547K	3.28%	11
2022 Q4	$5.63M	Buy	+105,991	New	+$5.69M	3.27%	7

Other funds holding SMMD

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Global Wealth Strategies & Associates's SMMD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Russell 2500 ETF (SMMD) in Q2 2026, closing a stake of 207 shares — an estimated $15.8K sold.

Global Wealth Strategies & Associates first reported a position in SMMD in Q4 2022 and held it in 14 quarters. The position peaked at $7.05M in Q2 2023. 54 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Russell 2500 ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 207 iShares Russell 2500 ETF shares in Q2 2026, an estimated $15.8K.
Global Wealth Strategies & Associates first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares Russell 2500 ETF position peaked at $7.05M in Q2 2023.
54 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.