IBEX Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

IBEX Wealth Advisors’s Portfolio SMG Stock Details SMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-109,092	Closed	-$6.37M	–	208
2025 Q4	$6.37M	Buy	109,092 +2,572	+2%	+$144K	0.62%	59
2025 Q3	$6.07M	Buy	106,520 +820	+0.8%	+$51.7K	0.58%	55
2025 Q2	$6.97M	Buy	+105,700	New	+$6.11M	0.74%	47
2024 Q3	–	Sell	-500	Closed	-$32.5K	–	244
2024 Q2	$32.5K	Buy	+500	New	+$34.2K	0.01%	178
2017 Q1	–	Sell	-57	Closed	-$5K	–	335
2016 Q4	$5K	Buy	+57	New	+$5.11K	﹤0.01%	375

Other funds holding SMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's SMG Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2026, closing a stake of 109,092 shares — an estimated $6.37M sold.

IBEX Wealth Advisors first reported a position in SMG in Q4 2016 and held it in 5 quarters. The position peaked at $6.97M in Q2 2025. 439 funds tracked by Wall St. Rank hold SMG as of Q1 2026.

IBEX Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 109,092 ScottsMiracle-Gro shares in Q1 2026, an estimated $6.37M.
IBEX Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2016 and held it in 5 quarters.
IBEX Wealth Advisors's ScottsMiracle-Gro position peaked at $6.97M in Q2 2025.
439 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.