HAG
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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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

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. 54 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.
  • 54 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.