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Smallwood Wealth Investment Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Smallwood Wealth Investment Management’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-136
Closed -$9.36K – 547
2026
Q1 		$9.36K Hold
136
– – ﹤0.01% 330
2025
Q4 		$8.99K Buy
+136
New +$9.04K ﹤0.01% 322

Other funds holding SMDV

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Smallwood Wealth Investment Management's SMDV Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q2 2026, closing a stake of 136 shares — an estimated $9.36K sold.

Smallwood Wealth Investment Management first reported a position in SMDV in Q4 2025 and held it in 2 quarters. The position peaked at $9.36K in Q1 2026. 77 funds tracked by Wall St. Rank hold SMDV as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 136 ProShares Russell 2000 Dividend Growers ETF shares in Q2 2026, an estimated $9.36K.
  • Smallwood Wealth Investment Management first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's ProShares Russell 2000 Dividend Growers ETF position peaked at $9.36K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.