LKBC
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L.K. Benson & Company’s iShares Russell 2500 ETF SMMD Stock Holding History

L.K. Benson & Company’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
Q2 		$987K Sell
10,774
-373
-3% -$32K 0.3% 50
2026
Q1 		$851K Buy
11,147
+5
+0% +$394 0.28% 54
2025
Q4 		$835K Buy
11,142
+8
+0.1% +$596 0.42% 54
2025
Q3 		$821K Sell
11,134
-596
-5% -$42.5K 0.44% 51
2025
Q2 		$795K Buy
11,730
+93
+0.8% +$5.89K 0.49% 49
2025
Q1 		$728K Buy
11,637
+51
+0.4% +$3.44K 0.5% 46
2024
Q4 		$788K Buy
+11,586
New +$810K 0.56% 42

Other funds holding SMMD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

L.K. Benson & Company's SMMD Position: Q2 2026 in Review

L.K. Benson & Company reduced its iShares Russell 2500 ETF (SMMD) stake by 3.3% in Q2 2026, selling an estimated $32K and leaving 10,774 shares worth $987K. The position accounts for 0.3% of the portfolio, ranked #50.

L.K. Benson & Company first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • L.K. Benson & Company held 10,774 shares of iShares Russell 2500 ETF worth $987K as of Q2 2026.
  • L.K. Benson & Company sold 373 iShares Russell 2500 ETF shares in Q2 2026, an estimated $32K.
  • iShares Russell 2500 ETF made up 0.3% of L.K. Benson & Company's portfolio in Q2 2026, its #50 holding.
  • L.K. Benson & Company first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.