SFMG Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

SFMG Wealth Advisors’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	$482K	Buy	5,261 +316	+6%	+$27.1K	0.03%	200
2026 Q1	$378K	Buy	4,945 +83	+2%	+$6.54K	0.03%	222
2025 Q4	$364K	Buy	4,862 +238	+5%	+$17.7K	0.02%	221
2025 Q3	$341K	Buy	4,624 +627	+16%	+$44.7K	0.02%	217
2025 Q2	$271K	Buy	3,997 +444	+12%	+$28.1K	0.02%	221
2025 Q1	$222K	Buy	3,553 +248	+8%	+$16.7K	0.02%	246
2024 Q4	$225K	Buy	3,305 +186	+6%	+$13K	0.02%	236
2024 Q3	$211K	Buy	+3,119	New	+$203K	0.02%	243

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

SFMG Wealth Advisors's SMMD Position: Q2 2026 in Review

SFMG Wealth Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 6.4% in Q2 2026, buying an estimated $27.1K and bringing the position to 5,261 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #200.

SFMG Wealth Advisors first reported a position in SMMD in Q3 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

SFMG Wealth Advisors held 5,261 shares of iShares Russell 2500 ETF worth $482K as of Q2 2026.
SFMG Wealth Advisors bought 316 iShares Russell 2500 ETF shares in Q2 2026, an estimated $27.1K.
iShares Russell 2500 ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #200 holding.
SFMG Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.