IFP Advisors
SMMD icon

IFP Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

IFP Advisors’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
Q3 		$4.28K Hold
50
– – ﹤0.01% 3894
2026
Q2 		$4.58K Hold
50
– – ﹤0.01% 3846
2026
Q1 		$3.82K Sell
50
-88
-64% -$6.94K ﹤0.01% 3681
2025
Q4 		$10.3K Buy
138
+50
+57% +$3.72K ﹤0.01% 3048
2025
Q3 		$6.49K Sell
88
-69
-44% -$4.92K ﹤0.01% 3117
2025
Q2 		$10.6K Hold
157
– – ﹤0.01% 2878
2025
Q1 		$9.8K Sell
157
-84
-35% -$5.66K ﹤0.01% 2582
2024
Q4 		$16.4K Sell
241
-128
-35% -$8.95K ﹤0.01% 2338
2024
Q3 		$25K Hold
369
– – ﹤0.01% 2059
2024
Q2 		$23.1K Hold
369
– – ﹤0.01% 2013
2024
Q1 		$24.2K Hold
369
– – ﹤0.01% 1886
2023
Q4 		$22.7K Sell
369
-50
-12% -$2.77K ﹤0.01% 1854
2023
Q3 		$22.8K Buy
419
+50
+14% +$2.88K ﹤0.01% 1871
2023
Q2 		$21.2K Buy
+369
New +$20.2K ﹤0.01% 1966

Other funds holding SMMD

Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Ulrich Consultants & Investment Group
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

IFP Advisors's SMMD Position: Q3 2026 in Review

IFP Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2026 at 50 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

IFP Advisors first reported a position in SMMD in Q2 2023 and has held it in 14 quarters since. The position peaked at $25K in Q3 2024. 96 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • IFP Advisors held 50 shares of iShares Russell 2500 ETF worth $4.28K as of Q3 2026.
  • IFP Advisors left its iShares Russell 2500 ETF share count unchanged in Q3 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3894 holding.
  • IFP Advisors first reported a position in iShares Russell 2500 ETF in Q2 2023 and has held it in 14 quarters since.
  • IFP Advisors's iShares Russell 2500 ETF position peaked at $25K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.