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IHT Wealth Management’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

IHT Wealth Management’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
Q2 		$1.24M Sell
28,267
-409
-1% -$16.7K 0.03% 530
2026
Q1 		$1.05M Buy
28,676
+18,479
+181% +$700K 0.02% 555
2025
Q4 		$366K Buy
10,197
+47
+0.5% +$1.67K 0.01% 892
2025
Q3 		$357K Sell
10,150
-42
-0.4% -$1.43K 0.01% 861
2025
Q2 		$334K Buy
+10,192
New +$313K 0.01% 837

Other funds holding TMSL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

IHT Wealth Management's TMSL Position: Q2 2026 in Review

IHT Wealth Management reduced its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 1.4% in Q2 2026, selling an estimated $16.7K and leaving 28,267 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #530.

IHT Wealth Management first reported a position in TMSL in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold TMSL as of Q2 2026.

  • IHT Wealth Management held 28,267 shares of T. Rowe Price Small-Mid Cap ETF worth $1.24M as of Q2 2026.
  • IHT Wealth Management sold 409 T. Rowe Price Small-Mid Cap ETF shares in Q2 2026, an estimated $16.7K.
  • T. Rowe Price Small-Mid Cap ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #530 holding.
  • IHT Wealth Management first reported a position in T. Rowe Price Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.