IFG Advisory’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

IFG Advisory’s Portfolio TMSL Stock Details TMSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.89M	Buy	46,540 +15,495	+50%	+$663K	0.06%	308
2026 Q2	$1.36M	Buy	+31,045	New	+$1.27M	0.05%	368
2026 Q1	–	Sell	-23,228	Closed	-$834K	–	827
2025 Q4	$834K	Buy	23,228 +2,398	+12%	+$85.1K	0.04%	410
2025 Q3	$733K	Buy	20,830 +602	+3%	+$20.5K	0.03%	421
2025 Q2	$663K	Buy	20,228 +4,515	+29%	+$139K	0.03%	423
2025 Q1	$479K	Buy	15,713 +7,495	+91%	+$243K	0.03%	442
2024 Q4	$265K	Buy	+8,218	New	+$274K	0.02%	562

Other funds holding TMSL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

IFG Advisory's TMSL Position: Q3 2026 in Review

IFG Advisory increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 50% in Q3 2026, buying an estimated $663K and bringing the position to 46,540 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #308.

IFG Advisory first reported a position in TMSL in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold TMSL as of Q3 2026.

IFG Advisory held 46,540 shares of T. Rowe Price Small-Mid Cap ETF worth $1.89M as of Q3 2026.
IFG Advisory bought 15,495 T. Rowe Price Small-Mid Cap ETF shares in Q3 2026, an estimated $663K.
T. Rowe Price Small-Mid Cap ETF made up 0.06% of IFG Advisory's portfolio in Q3 2026, its #308 holding.
IFG Advisory first reported a position in T. Rowe Price Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.