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Spartan Wealth Advisory Services LLC’s iShares Russell 2500 ETF SMMD Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.24M Buy
24,456
+736
+3% +$63.2K 0.18% 109
2026
Q1 		$1.81M Buy
+23,720
New +$1.87M 0.16% 118

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
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

Spartan Wealth Advisory Services LLC's SMMD Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its iShares Russell 2500 ETF (SMMD) stake by 3.1% in Q2 2026, buying an estimated $63.2K and bringing the position to 24,456 shares worth $2.24M. The position accounts for 0.18% of the portfolio, ranked #109.

Spartan Wealth Advisory Services LLC first reported a position in SMMD in Q1 2026 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 24,456 shares of iShares Russell 2500 ETF worth $2.24M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 736 iShares Russell 2500 ETF shares in Q2 2026, an estimated $63.2K.
  • iShares Russell 2500 ETF made up 0.18% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #109 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.