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

Optivise 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 Q2	$230K	Buy	+2,506	New	+$215K	0.12%	191

Other funds holding SMMD

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

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

Optivise Advisory Services's SMMD Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,506 shares worth $230K. The stake represents 0.12% of the portfolio and ranks #191 among its holdings.

64 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Optivise Advisory Services held 2,506 shares of iShares Russell 2500 ETF worth $230K as of Q2 2026.
iShares Russell 2500 ETF was a new Optivise Advisory Services position in Q2 2026.
iShares Russell 2500 ETF made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #191 holding.
64 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.