Mather Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Mather Group’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	$348K	Hold	4,067	–	–	﹤0.01%	640
2026 Q2	$373K	Hold	4,067	–	–	﹤0.01%	608
2026 Q1	$311K	Hold	4,067	–	–	﹤0.01%	612
2025 Q4	$305K	Hold	4,067	–	–	﹤0.01%	521
2025 Q3	$300K	Hold	4,067	–	–	﹤0.01%	524
2025 Q2	$276K	Hold	4,067	–	–	﹤0.01%	522
2025 Q1	$254K	Hold	4,067	–	–	﹤0.01%	523
2024 Q4	$277K	Hold	4,067	–	–	﹤0.01%	481
2024 Q3	$275K	Sell	4,067 -7,151	-64%	-$467K	﹤0.01%	487
2024 Q2	$736K	Hold	11,218	–	–	0.01%	321
2024 Q1	$691K	Hold	11,218	–	–	0.01%	275
2023 Q4	$691K	Hold	11,218	–	–	0.01%	282
2023 Q3	$611K	Hold	11,218	–	–	0.01%	284
2023 Q2	$645K	Hold	11,218	–	–	0.01%	301
2023 Q1	$615K	Hold	11,218	–	–	0.01%	291
2022 Q4	$596K	Hold	11,218	–	–	0.01%	290
2022 Q3	$558K	Buy	+11,218	New	+$619K	0.01%	269
2022 Q2	–	Sell	-11,181	Closed	-$697K	–	467
2022 Q1	$697K	Buy	11,181 +29	+0.3%	+$1.78K	0.01%	219
2021 Q4	$740K	Buy	+11,152	New	+$742K	0.01%	180

Other funds holding SMMD

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

Mather Group's SMMD Position: Q3 2026 in Review

Mather Group held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2026 at 4,067 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Mather Group first reported a position in SMMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $740K in Q4 2021. 71 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Mather Group held 4,067 shares of iShares Russell 2500 ETF worth $348K as of Q3 2026.
Mather Group left its iShares Russell 2500 ETF share count unchanged in Q3 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #640 holding.
Mather Group first reported a position in iShares Russell 2500 ETF in Q4 2021 and has held it in 19 quarters since.
Mather Group's iShares Russell 2500 ETF position peaked at $740K in Q4 2021.
71 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.