Institute for Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Institute for Wealth Management’s Portfolio SMG Stock Details SMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.72K	Buy	+84	New	+$5.2K	﹤0.01%	1436

Other funds holding SMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in ScottsMiracle-Gro (SMG) in Q2 2026: 84 shares worth $5.72K. The stake represents ﹤0.01% of the portfolio and ranks #1436 among its holdings.

241 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

Institute for Wealth Management held 84 shares of ScottsMiracle-Gro worth $5.72K as of Q2 2026.
ScottsMiracle-Gro was a new Institute for Wealth Management position in Q2 2026.
ScottsMiracle-Gro made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1436 holding.
241 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

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