GoalVest Advisory’s iShares Russell 2500 ETF SMMD Stock Holding History

GoalVest Advisory’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
2025 Q3	–	Sell	-2,039	Closed	-$138K	–	413
2025 Q2	$138K	Sell	2,039 -2,300	-53%	-$146K	0.03%	151
2025 Q1	$271K	Hold	4,339	–	–	0.07%	102
2024 Q4	$295K	Hold	4,339	–	–	0.08%	102
2024 Q3	$294K	Hold	4,339	–	–	0.08%	92
2024 Q2	$272K	Sell	4,339 -915	-17%	-$57.6K	0.09%	90
2024 Q1	$345K	Sell	5,254 -2,415	-31%	-$149K	0.12%	86
2023 Q4	$472K	Sell	7,669 -20,337	-73%	-$1.13M	0.21%	53
2023 Q3	$1.53M	Buy	28,006 +9,282	+50%	+$534K	0.77%	15
2023 Q2	$1.08M	Buy	+18,724	New	+$1.02M	0.56%	23

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GoalVest Advisory's SMMD Position: Q3 2025 in Review

GoalVest Advisory sold out of iShares Russell 2500 ETF (SMMD) in Q3 2025, closing a stake of 2,039 shares — an estimated $138K sold.

GoalVest Advisory first reported a position in SMMD in Q2 2023 and held it in 9 quarters. The position peaked at $1.53M in Q3 2023. 192 funds tracked by Wall St. Rank hold SMMD as of Q3 2025.

GoalVest Advisory reported no remaining iShares Russell 2500 ETF position as of Q3 2025 after selling out during the quarter.
GoalVest Advisory sold 2,039 iShares Russell 2500 ETF shares in Q3 2025, an estimated $138K.
GoalVest Advisory first reported a position in iShares Russell 2500 ETF in Q2 2023 and held it in 9 quarters.
GoalVest Advisory's iShares Russell 2500 ETF position peaked at $1.53M in Q3 2023.
192 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2025.

Based on GoalVest Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.