Heritage Wealth Architects’s iShares Russell 2500 ETF SMMD Stock Holding History

Heritage Wealth Architects’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	$1.32M	Buy	14,764 +2,094	+17%	+$180K	0.53%	27
2026 Q1	$1.08M	Sell	12,670 -12	-0.1%	-$946	0.45%	31
2025 Q4	$1.02M	Sell	12,682 -365	-3%	-$27.2K	0.48%	29
2025 Q3	$962K	Sell	13,047 -145	-1%	-$10.3K	0.59%	29
2025 Q2	$894K	Buy	13,192 +9,879	+298%	+$626K	0.66%	27
2025 Q1	$207K	Buy	+3,313	New	+$223K	0.2%	33

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

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

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

Heritage Wealth Architects's SMMD Position: Q2 2026 in Review

Heritage Wealth Architects increased its iShares Russell 2500 ETF (SMMD) stake by 17% in Q2 2026, buying an estimated $180K and bringing the position to 14,764 shares worth $1.32M. The position accounts for 0.53% of the portfolio, ranked #27.

Heritage Wealth Architects first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Heritage Wealth Architects held 14,764 shares of iShares Russell 2500 ETF worth $1.32M as of Q2 2026.
Heritage Wealth Architects bought 2,094 iShares Russell 2500 ETF shares in Q2 2026, an estimated $180K.
iShares Russell 2500 ETF made up 0.53% of Heritage Wealth Architects's portfolio in Q2 2026, its #27 holding.
Heritage Wealth Architects first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.