Optivise Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
Other funds holding SMMD
Optivise Advisory Services's SMMD Position: Q3 2026 in Review
Optivise Advisory Services held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2026 at 2,506 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #209.
Optivise Advisory Services first reported a position in SMMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $230K in Q2 2026. 143 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.
- Optivise Advisory Services held 2,506 shares of iShares Russell 2500 ETF worth $214K as of Q3 2026.
- Optivise Advisory Services left its iShares Russell 2500 ETF share count unchanged in Q3 2026.
- iShares Russell 2500 ETF made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #209 holding.
- Optivise Advisory Services first reported a position in iShares Russell 2500 ETF in Q2 2026 and has held it in 2 quarters since.
- Optivise Advisory Services's iShares Russell 2500 ETF position peaked at $230K in Q2 2026.
- 143 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.