Sigma Planning Corp
SMMD icon

Sigma Planning Corp’s iShares Russell 2500 ETF SMMD Stock Holding History

Sigma Planning Corp’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 		$214K Hold
2,500
– – 0.01% 1227
2026
Q2 		$229K Buy
+2,500
New +$215K 0.01% 1257
2022
Q1 		– Sell
-9,469
Closed -$629K – 1484
2021
Q4 		$629K Buy
9,469
+2,962
+46% +$197K 0.02% 746
2021
Q3 		$418K Buy
6,507
+5
+0.1% +$326 0.01% 900
2021
Q2 		$431K Buy
+6,502
New +$423K 0.01% 898

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Wealthcare Advisory Partners
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CWA Asset Management Group
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Ulrich Consultants & Investment Group
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SigFig Wealth Management
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CMH Wealth Management
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Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 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

Sigma Planning Corp's SMMD Position: Q3 2026 in Review

Sigma Planning Corp held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2026 at 2,500 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1227.

Sigma Planning Corp first reported a position in SMMD in Q2 2021 and has held it in 5 quarters since. The position peaked at $629K in Q4 2021. 71 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Sigma Planning Corp held 2,500 shares of iShares Russell 2500 ETF worth $214K as of Q3 2026.
  • Sigma Planning Corp left its iShares Russell 2500 ETF share count unchanged in Q3 2026.
  • iShares Russell 2500 ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1227 holding.
  • Sigma Planning Corp first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 5 quarters since.
  • Sigma Planning Corp's iShares Russell 2500 ETF position peaked at $629K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.