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

Raffa 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 Q2	$2.83M	Sell	30,938 -1,368	-4%	-$117K	0.36%	36
2026 Q1	$2.47M	Buy	32,306 +70	+0.2%	+$5.52K	0.39%	34
2025 Q4	$2.42M	Buy	32,236 +128	+0.4%	+$9.53K	0.37%	40
2025 Q3	$2.37M	Buy	32,108 +106	+0.3%	+$7.55K	0.43%	39
2025 Q2	$2.17M	Buy	32,002 +105	+0.3%	+$6.65K	0.43%	38
2025 Q1	$1.99M	Sell	31,897 -188	-0.6%	-$12.7K	0.45%	36
2024 Q4	$2.18M	Sell	32,085 -126	-0.4%	-$8.81K	0.51%	33
2024 Q3	$2.18M	Buy	32,211 +115	+0.4%	+$7.5K	0.53%	31
2024 Q2	$2.01M	Buy	32,096 +2,569	+9%	+$162K	0.57%	32
2024 Q1	$1.94M	Buy	29,527 +2,119	+8%	+$131K	0.58%	32
2023 Q4	$1.69M	Buy	+27,408	New	+$1.52M	0.51%	32

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FWIA

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raffa Wealth Management's SMMD Position: Q2 2026 in Review

Raffa Wealth Management reduced its iShares Russell 2500 ETF (SMMD) stake by 4.2% in Q2 2026, selling an estimated $117K and leaving 30,938 shares worth $2.83M. The position accounts for 0.36% of the portfolio, ranked #36.

Raffa Wealth Management first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. 250 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Raffa Wealth Management held 30,938 shares of iShares Russell 2500 ETF worth $2.83M as of Q2 2026.
Raffa Wealth Management sold 1,368 iShares Russell 2500 ETF shares in Q2 2026, an estimated $117K.
iShares Russell 2500 ETF made up 0.36% of Raffa Wealth Management's portfolio in Q2 2026, its #36 holding.
Raffa Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
250 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.