MFA
SMMD icon

Mayflower Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Mayflower Financial Advisors’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 		$449K Buy
4,897
+51
+1% +$4.38K 0.04% 303
2026
Q1 		$370K Buy
4,846
+12
+0.2% +$946 0.05% 309
2025
Q4 		$362K Buy
4,834
+1
+0% +$74 0.04% 300
2025
Q3 		$356K Sell
4,833
-187
-4% -$13.3K 0.04% 308
2025
Q2 		$340K Buy
5,020
+25
+0.5% +$1.58K 0.05% 302
2025
Q1 		$312K Sell
4,995
-8
-0.2% -$539 0.05% 298
2024
Q4 		$340K Sell
5,003
-741
-13% -$51.8K 0.05% 278
2024
Q3 		$389K Sell
5,744
-1,934
-25% -$126K 0.06% 256
2024
Q2 		$481K Sell
7,678
-118
-2% -$7.42K 0.08% 217
2024
Q1 		$511K Sell
7,796
-618
-7% -$38.2K 0.09% 207
2023
Q4 		$518K Buy
8,414
+75
+0.9% +$4.16K 0.07% 200
2023
Q3 		$455K Buy
8,339
+911
+12% +$52.4K 0.07% 202
2023
Q2 		$427K Buy
7,428
+216
+3% +$11.8K 0.06% 231
2023
Q1 		$395K Buy
7,212
+790
+12% +$44.4K 0.05% 235
2022
Q4 		$341K Buy
6,422
+1,304
+25% +$70K 0.05% 250
2022
Q3 		$255K Buy
+5,118
New +$283K 0.04% 272

Other funds holding SMMD

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 $3.25B 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
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return