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Institute for Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Institute for Wealth Management’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.4K Buy
+1,135
New +$82.7K 0.01% 718
2021
Q1 		– Sell
-3,650
Closed -$210K – 483
2020
Q4 		$210K Buy
+3,650
New +$196K 0.04% 417
2017
Q3 		– Sell
-5,550
Closed -$304K – 374
2017
Q2 		$304K Buy
+5,550
New +$299K 0.08% 308

Other funds holding SMDV

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Institute for Wealth Management's SMDV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2026: 1,135 shares worth $87.4K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SMDV as recently as Q4 2020.

Institute for Wealth Management first reported a position in SMDV in Q2 2017 and has held it in 3 quarters since. The position peaked at $304K in Q2 2017. 59 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Institute for Wealth Management held 1,135 shares of ProShares Russell 2000 Dividend Growers ETF worth $87.4K as of Q2 2026.
  • ProShares Russell 2000 Dividend Growers ETF was a new Institute for Wealth Management position in Q2 2026.
  • ProShares Russell 2000 Dividend Growers ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #718 holding.
  • Institute for Wealth Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $304K in Q2 2017.
  • 59 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.