Quadrant Capital Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Quadrant Capital Group’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	$1.74M	Hold	20,267	–	–	0.05%	340
2026 Q2	$1.86M	Sell	20,267 -2,559	-11%	-$220K	0.05%	320
2026 Q1	$1.74M	Hold	22,826	–	–	0.05%	322
2025 Q4	$1.71M	Hold	22,826	–	–	0.05%	311
2025 Q3	$1.68M	Sell	22,826 -346	-1%	-$24.7K	0.05%	303
2025 Q2	$1.57M	Sell	23,172 -150	-0.6%	-$9.5K	0.06%	294
2025 Q1	$1.46M	Hold	23,322	–	–	0.05%	273
2024 Q4	$1.59M	Hold	23,322	–	–	0.11%	130
2024 Q3	$1.58M	Hold	23,322	–	–	0.11%	131
2024 Q2	$1.46M	Hold	23,322	–	–	0.11%	129
2024 Q1	$1.53M	Hold	23,322	–	–	0.12%	122
2023 Q4	$1.44M	Hold	23,322	–	–	0.12%	122
2023 Q3	$1.27M	Hold	23,322	–	–	0.13%	117
2023 Q2	$1.34M	Buy	23,322 +4,202	+22%	+$230K	0.13%	108
2023 Q1	$1.05M	Buy	+19,120	New	+$1.07M	0.11%	130
2020 Q2	–	Sell	-46	Closed	-$2K	–	2381
2020 Q1	$2K	Hold	46	–	–	﹤0.01%	1899
2019 Q4	$2K	Buy	+46	New	+$2.12K	﹤0.01%	2265
2019 Q1	–	Sell	-52	Closed	-$1K	–	2327
2018 Q4	$1K	Buy	+52	New	+$2.21K	﹤0.01%	2097

Other funds holding SMMD

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Benchmark Financial Wealth Advisors Boca Raton, Florida $419M AUM 17.58% 1-Year Est. Return

Quadrant Capital Group's SMMD Position: Q3 2026 in Review

Quadrant Capital Group held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2026 at 20,267 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #340.

Quadrant Capital Group first reported a position in SMMD in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.86M in Q2 2026. 84 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Quadrant Capital Group held 20,267 shares of iShares Russell 2500 ETF worth $1.74M as of Q3 2026.
Quadrant Capital Group left its iShares Russell 2500 ETF share count unchanged in Q3 2026.
iShares Russell 2500 ETF made up 0.05% of Quadrant Capital Group's portfolio in Q3 2026, its #340 holding.
Quadrant Capital Group first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 18 quarters since.
Quadrant Capital Group's iShares Russell 2500 ETF position peaked at $1.86M in Q2 2026.
84 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Quadrant Capital Group's 13F filing for Q3 2026, filed 20 Oct 2026.