QP Wealth Management
SMMD icon

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

QP 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 		$2.89M Sell
33,831
-220
-0.6% -$19.8K 4.35% 3
2026
Q2 		$3.12M Sell
34,051
-262
-0.8% -$22.5K 4.45% 3
2026
Q1 		$2.62M Sell
34,313
-16,866
-33% -$1.33M 4.49% 4
2025
Q4 		$3.84M Buy
+51,179
New +$3.81M 3.38% 9

Other funds holding SMMD

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
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
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

QP Wealth Management reduced its iShares Russell 2500 ETF (SMMD) stake by 0.65% in Q3 2026, selling an estimated $19.8K and leaving 33,831 shares worth $2.89M. The position accounts for 4.35% of the portfolio, ranked #3.

QP Wealth Management first reported a position in SMMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.84M in Q4 2025. 53 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • QP Wealth Management held 33,831 shares of iShares Russell 2500 ETF worth $2.89M as of Q3 2026.
  • QP Wealth Management sold 220 iShares Russell 2500 ETF shares in Q3 2026, an estimated $19.8K.
  • iShares Russell 2500 ETF made up 4.35% of QP Wealth Management's portfolio in Q3 2026, its #3 holding.
  • QP Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 4 quarters since.
  • QP Wealth Management's iShares Russell 2500 ETF position peaked at $3.84M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.