Perigon Wealth Management
SMMD icon

Perigon Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Perigon Wealth Management’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 		$788K Buy
9,216
+553
+6% +$49.7K 0.01% 689
2026
Q2 		$794K Buy
8,663
+278
+3% +$23.9K 0.01% 682
2026
Q1 		$640K Buy
8,385
+902
+12% +$71.1K 0.01% 681
2025
Q4 		$561K Buy
7,483
+218
+3% +$16.2K 0.01% 739
2025
Q3 		$536K Buy
7,265
+237
+3% +$16.9K 0.01% 718
2025
Q2 		$476K Buy
7,028
+2,547
+57% +$161K 0.01% 686
2025
Q1 		$280K Buy
4,481
+335
+8% +$22.6K 0.01% 838
2024
Q4 		$289K Buy
4,146
+6
+0.1% +$419 0.01% 832
2024
Q3 		$280K Sell
4,140
-58
-1% -$3.78K 0.01% 817
2024
Q2 		$263K Buy
+4,198
New +$264K 0.01% 739
2023
Q4 		– Sell
-3,853
Closed -$210K – 872
2023
Q3 		$210K Sell
3,853
-1,174
-23% -$67.6K 0.01% 719
2023
Q2 		$289K Sell
5,027
-1,308
-21% -$71.5K 0.01% 621
2023
Q1 		$347K Buy
6,335
+1,048
+20% +$58.8K 0.02% 493
2022
Q4 		$281K Sell
5,287
-6,221
-54% -$334K 0.02% 551
2022
Q3 		$573K Buy
11,508
+371
+3% +$20.5K 0.05% 298
2022
Q2 		$575K Buy
11,137
+212
+2% +$12K 0.05% 303
2022
Q1 		$682K Buy
10,925
+23
+0.2% +$1.42K 0.05% 294
2021
Q4 		$724K Buy
10,902
+5,184
+91% +$345K 0.05% 268
2021
Q3 		$367K Buy
+5,718
New +$373K 0.03% 371

Other funds holding SMMD

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Ulrich Consultants & Investment Group
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM
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

Perigon Wealth Management's SMMD Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 6.4% in Q3 2026, buying an estimated $49.7K and bringing the position to 9,216 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #689.

Perigon Wealth Management first reported a position in SMMD in Q3 2021 and has held it in 19 quarters since. The position peaked at $794K in Q2 2026. 71 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Perigon Wealth Management held 9,216 shares of iShares Russell 2500 ETF worth $788K as of Q3 2026.
  • Perigon Wealth Management bought 553 iShares Russell 2500 ETF shares in Q3 2026, an estimated $49.7K.
  • iShares Russell 2500 ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #689 holding.
  • Perigon Wealth Management first reported a position in iShares Russell 2500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Perigon Wealth Management's iShares Russell 2500 ETF position peaked at $794K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.