HF Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

HF Advisory 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
2026 Q2	$1.74M	Sell	19,037 -260	-1%	-$22.3K	0.54%	65
2026 Q1	$1.47M	Sell	19,297 -258	-1%	-$20.3K	0.5%	73
2025 Q4	$1.47M	Buy	19,555 +262	+1%	+$19.5K	0.51%	71
2025 Q3	$1.42M	Buy	19,293 +490	+3%	+$34.9K	0.52%	71
2025 Q2	$1.27M	Sell	18,803 -348	-2%	-$22.1K	0.5%	75
2025 Q1	$1.2M	Buy	19,151 +875	+5%	+$59K	0.52%	77
2024 Q4	$1.24M	Buy	18,276 +925	+5%	+$64.7K	0.57%	69
2024 Q3	$1.18M	Buy	17,351 +421	+2%	+$27.5K	0.55%	69
2024 Q2	$1.06M	Buy	16,930 +2,242	+15%	+$141K	0.55%	69
2024 Q1	$964K	Buy	14,688 +1,546	+12%	+$95.7K	0.54%	68
2023 Q4	$809K	Buy	13,142 +801	+6%	+$44.4K	0.52%	69
2023 Q3	$673K	Buy	12,341 +26	+0.2%	+$1.5K	0.5%	73
2023 Q2	$708K	Buy	12,315 +365	+3%	+$19.9K	0.56%	67
2023 Q1	$655K	Buy	11,950 +639	+6%	+$35.9K	0.58%	61
2022 Q4	$601K	Buy	+11,311	New	+$607K	0.61%	64

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HF Advisory Group's SMMD Position: Q2 2026 in Review

HF Advisory Group reduced its iShares Russell 2500 ETF (SMMD) stake by 1.3% in Q2 2026, selling an estimated $22.3K and leaving 19,037 shares worth $1.74M. The position accounts for 0.54% of the portfolio, ranked #65.

HF Advisory Group first reported a position in SMMD in Q4 2022 and has held it in 15 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

HF Advisory Group held 19,037 shares of iShares Russell 2500 ETF worth $1.74M as of Q2 2026.
HF Advisory Group sold 260 iShares Russell 2500 ETF shares in Q2 2026, an estimated $22.3K.
iShares Russell 2500 ETF made up 0.54% of HF Advisory Group's portfolio in Q2 2026, its #65 holding.
HF Advisory Group first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 15 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.