IFP Advisors’s Smith-Midland SMID Stock Holding History

IFP Advisors’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$30	–	4732
2025 Q1	$31	Hold	1	–	–	﹤0.01%	4112
2024 Q4	$44	Buy	+1	New	+$40	﹤0.01%	4290

Other funds holding SMID

TDC

Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

IFP Advisors's SMID Position: Q2 2025 in Review

IFP Advisors sold out of Smith-Midland (SMID) in Q2 2025, closing a stake of 1 share — an estimated $30 sold.

IFP Advisors first reported a position in SMID in Q4 2024 and held it in 2 quarters. The position peaked at $44 in Q4 2024. 55 funds tracked by Wall St. Rank hold SMID as of Q2 2025.

IFP Advisors reported no remaining Smith-Midland position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 1 Smith-Midland share in Q2 2025, an estimated $30.
IFP Advisors first reported a position in Smith-Midland in Q4 2024 and held it in 2 quarters.
IFP Advisors's Smith-Midland position peaked at $44 in Q4 2024.
55 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.