Lakeridge Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Lakeridge Wealth Management’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	$545K	Sell	5,949 -27	-0.5%	-$2.32K	0.2%	98
2026 Q1	$456K	Sell	5,976 -291	-5%	-$22.9K	0.2%	100
2025 Q4	$470K	Sell	6,267 -147	-2%	-$10.9K	0.21%	95
2025 Q3	$473K	Sell	6,414 -781	-11%	-$55.6K	0.21%	86
2025 Q2	$488K	Sell	7,195 -673	-9%	-$42.6K	0.22%	85
2025 Q1	$492K	Sell	7,868 -50	-0.6%	-$3.37K	0.25%	84
2024 Q4	$538K	Buy	7,918 +541	+7%	+$37.8K	0.28%	75
2024 Q3	$500K	Buy	7,377 +51	+0.7%	+$3.33K	0.27%	76
2024 Q2	$459K	Buy	7,326 +348	+5%	+$21.9K	0.28%	74
2024 Q1	$458K	Buy	6,978 +140	+2%	+$8.66K	0.3%	66
2023 Q4	$421K	Buy	+6,838	New	+$379K	0.3%	66

Other funds holding SMMD

Diesslin Group Fort Worth, Texas $259M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

City National Bank of Florida Miami, Florida $238M AUM 29.9% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return