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 Q3	$1.27M	Sell	14,709 -55	-0.4%	-$4.94K	0.52%	24
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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Heritage Wealth Architects's SMMD Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares Russell 2500 ETF (SMMD) stake by 0.37% in Q3 2026, selling an estimated $4.94K and leaving 14,709 shares worth $1.27M. The position accounts for 0.52% of the portfolio, ranked #24.

Heritage Wealth Architects first reported a position in SMMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2026. 13 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Heritage Wealth Architects held 14,709 shares of iShares Russell 2500 ETF worth $1.27M as of Q3 2026.
Heritage Wealth Architects sold 55 iShares Russell 2500 ETF shares in Q3 2026, an estimated $4.94K.
iShares Russell 2500 ETF made up 0.52% of Heritage Wealth Architects's portfolio in Q3 2026, its #24 holding.
Heritage Wealth Architects first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 7 quarters since.
Heritage Wealth Architects's iShares Russell 2500 ETF position peaked at $1.32M in Q2 2026.
13 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.