SWM
SMMD icon

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

Spire 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
Q2 		$175K Sell
1,910
-390
-17% -$33.5K 0.01% 824
2026
Q1 		$176K Buy
2,300
+35
+2% +$2.76K 0.01% 826
2025
Q4 		$170K Buy
2,265
+1
+0% +$74 0.01% 837
2025
Q3 		$167K Hold
2,264
– – 0.01% 831
2025
Q2 		$153K Buy
2,264
+1,787
+375% +$113K 0.01% 833
2025
Q1 		$29.9K Buy
477
+325
+214% +$21.9K ﹤0.01% 1479
2024
Q4 		$10.3K Buy
152
+1
+0.7% +$70 ﹤0.01% 1822
2024
Q3 		$10.3K Sell
151
-300
-67% -$19.6K ﹤0.01% 1622
2024
Q2 		$28.2K Buy
451
+1
+0.2% +$63 ﹤0.01% 1308
2024
Q1 		$29.5K Hold
450
– – ﹤0.01% 1394
2023
Q4 		$26.9K Buy
450
+1
+0.2% +$55 ﹤0.01% 1427
2023
Q3 		$24.5K Hold
449
– – ﹤0.01% 1426
2023
Q2 		$25.8K Buy
449
+1
+0.2% +$55 ﹤0.01% 1480
2023
Q1 		$24.6K Buy
448
+150
+50% +$8.42K ﹤0.01% 1539
2022
Q4 		$16K Buy
298
+1
+0.3% +$54 ﹤0.01% 1468
2022
Q3 		$15K Sell
297
-1,078
-78% -$59.5K ﹤0.01% 1451
2022
Q2 		$71K Buy
1,375
+186
+16% +$10.5K ﹤0.01% 1162
2022
Q1 		$74K Sell
1,189
-68
-5% -$4.18K ﹤0.01% 1294
2021
Q4 		$83K Buy
1,257
+744
+145% +$49.5K ﹤0.01% 1492
2021
Q3 		$33K Buy
+513
New +$33.4K ﹤0.01% 1651

Other funds holding SMMD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Spire Wealth Management's SMMD Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell 2500 ETF (SMMD) stake by 17% in Q2 2026, selling an estimated $33.5K and leaving 1,910 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #824.

Spire Wealth Management first reported a position in SMMD in Q3 2021 and has held it in 20 quarters since. The position peaked at $176K in Q1 2026. 39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Spire Wealth Management held 1,910 shares of iShares Russell 2500 ETF worth $175K as of Q2 2026.
  • Spire Wealth Management sold 390 iShares Russell 2500 ETF shares in Q2 2026, an estimated $33.5K.
  • iShares Russell 2500 ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Spire Wealth Management first reported a position in iShares Russell 2500 ETF in Q3 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's iShares Russell 2500 ETF position peaked at $176K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.