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GPS Wealth Strategies Group’s iShares Russell 2500 ETF SMMD Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-167
Closed -$12.3K – 1426
2025
Q3 		$12.3K Buy
167
+1
+0.6% +$71 ﹤0.01% 1043
2025
Q2 		$11.3K Hold
166
– – ﹤0.01% 998
2025
Q1 		$10.4K Buy
166
+1
+0.6% +$67 ﹤0.01% 989
2024
Q4 		$11.2K Hold
165
– – ﹤0.01% 927
2024
Q3 		$11.2K Buy
165
+1
+0.6% +$65 ﹤0.01% 921
2024
Q2 		$10.3K Buy
+164
New +$10.3K ﹤0.01% 911

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

GPS Wealth Strategies Group's SMMD Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell 2500 ETF (SMMD) in Q4 2025, closing a stake of 167 shares — an estimated $12.3K sold.

GPS Wealth Strategies Group first reported a position in SMMD in Q2 2024 and held it in 6 quarters. The position peaked at $12.3K in Q3 2025. 222 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Russell 2500 ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 167 iShares Russell 2500 ETF shares in Q4 2025, an estimated $12.3K.
  • GPS Wealth Strategies Group first reported a position in iShares Russell 2500 ETF in Q2 2024 and held it in 6 quarters.
  • GPS Wealth Strategies Group's iShares Russell 2500 ETF position peaked at $12.3K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.