Legacy Advisory Services
SMMD icon

Legacy Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Legacy Advisory Services’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
Q3 		$313K Sell
3,664
-4,189
-53% -$376K 0.22% 66
2026
Q2 		$720K Buy
7,853
+270
+4% +$23.2K 0.51% 20
2026
Q1 		$579K Buy
7,583
+713
+10% +$56.2K 0.44% 21
2025
Q4 		$515K Buy
6,870
+13
+0.2% +$968 0.39% 29
2025
Q3 		$506K Buy
6,857
+11
+0.2% +$784 0.38% 30
2025
Q2 		$464K Sell
6,846
-565
-8% -$35.8K 0.37% 31
2025
Q1 		$463K Sell
7,411
-489
-6% -$33K 0.39% 29
2024
Q4 		$537K Sell
7,900
-557
-7% -$38.9K 0.46% 33
2024
Q3 		$573K Sell
8,457
-220
-3% -$14.4K 0.49% 29
2024
Q2 		$543K Sell
8,677
-49
-0.6% -$3.08K 0.5% 28
2024
Q1 		$573K Buy
8,726
+25
+0.3% +$1.55K 0.54% 25
2023
Q4 		$536K Buy
+8,701
New +$482K 0.57% 25

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Wealthcare Advisory Partners
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CWA Asset Management Group
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Ulrich Consultants & Investment Group
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SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

Legacy Advisory Services's SMMD Position: Q3 2026 in Review

Legacy Advisory Services reduced its iShares Russell 2500 ETF (SMMD) stake by 53% in Q3 2026, selling an estimated $376K and leaving 3,664 shares worth $313K. The position accounts for 0.22% of the portfolio, ranked #66.

Legacy Advisory Services first reported a position in SMMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $720K in Q2 2026. 80 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Legacy Advisory Services held 3,664 shares of iShares Russell 2500 ETF worth $313K as of Q3 2026.
  • Legacy Advisory Services sold 4,189 iShares Russell 2500 ETF shares in Q3 2026, an estimated $376K.
  • iShares Russell 2500 ETF made up 0.22% of Legacy Advisory Services's portfolio in Q3 2026, its #66 holding.
  • Legacy Advisory Services first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's iShares Russell 2500 ETF position peaked at $720K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.