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

SigFig 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	$17M	Buy	199,162 +22,242	+13%	+$2M	0.43%	22
2026 Q2	$16.1M	Buy	176,920 +19,676	+13%	+$1.69M	0.43%	21
2026 Q1	$12M	Buy	157,244 +24,373	+18%	+$1.92M	0.35%	27
2025 Q4	$9.96M	Buy	132,871 +22,375	+20%	+$1.67M	0.3%	41
2025 Q3	$8.14M	Buy	110,496 +15,448	+16%	+$1.1M	0.25%	46
2025 Q2	$6.42M	Buy	95,048 +25,551	+37%	+$1.62M	0.21%	48
2025 Q1	$4.35M	Buy	69,497 +17,359	+33%	+$1.17M	0.16%	56
2024 Q4	$3.54M	Buy	52,138 +15,882	+44%	+$1.11M	0.13%	61
2024 Q3	$2.45M	Buy	36,256 +12,865	+55%	+$839K	0.09%	75
2024 Q2	$1.46M	Buy	23,391 +13,630	+140%	+$857K	0.06%	84
2024 Q1	$640K	Buy	9,761 +6,119	+168%	+$379K	0.02%	105
2023 Q4	$227K	Buy	+3,642	New	+$202K	0.01%	115

Other funds holding SMMD

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

SigFig Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 13% in Q3 2026, buying an estimated $2M and bringing the position to 199,162 shares worth $17M. The position accounts for 0.43% of the portfolio, ranked #22.

SigFig Wealth Management first reported a position in SMMD in Q4 2023 and has held it in 12 quarters since. 13 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

SigFig Wealth Management held 199,162 shares of iShares Russell 2500 ETF worth $17M as of Q3 2026.
SigFig Wealth Management bought 22,242 iShares Russell 2500 ETF shares in Q3 2026, an estimated $2M.
iShares Russell 2500 ETF made up 0.43% of SigFig Wealth Management's portfolio in Q3 2026, its #22 holding.
SigFig Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 12 quarters since.
13 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.