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Ulland Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Ulland Investment Advisors’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 		$1.58M Sell
17,209
-50
-0.3% -$4.29K 1.16% 21
2026
Q1 		$1.32M Sell
17,259
-81
-0.5% -$6.39K 1.13% 22
2025
Q4 		$1.3M Sell
17,340
-740
-4% -$55.1K 1.04% 22
2025
Q3 		$1.33M Sell
18,080
-425
-2% -$30.3K 1% 21
2025
Q2 		$1.25M Sell
18,505
-1,655
-8% -$105K 0.96% 24
2025
Q1 		$1.26M Sell
20,160
-6,635
-25% -$447K 1.05% 23
2024
Q4 		$1.82M Buy
26,795
+245
+0.9% +$17.1K 1.16% 19
2024
Q3 		$1.8M Sell
26,550
-1,227
-4% -$80K 1.32% 20
2024
Q2 		$1.74M Sell
27,777
-1,000
-3% -$62.9K 1.21% 20
2024
Q1 		$1.89M Buy
28,777
+643
+2% +$39.8K 1.51% 19
2023
Q4 		$1.73M Buy
+28,134
New +$1.56M 1.75% 15

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

Ulland Investment Advisors's SMMD Position: Q2 2026 in Review

Ulland Investment Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 0.29% in Q2 2026, selling an estimated $4.29K and leaving 17,209 shares worth $1.58M. The position accounts for 1.16% of the portfolio, ranked #21.

Ulland Investment Advisors first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q1 2024. 39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Ulland Investment Advisors held 17,209 shares of iShares Russell 2500 ETF worth $1.58M as of Q2 2026.
  • Ulland Investment Advisors sold 50 iShares Russell 2500 ETF shares in Q2 2026, an estimated $4.29K.
  • iShares Russell 2500 ETF made up 1.16% of Ulland Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Ulland Investment Advisors first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Ulland Investment Advisors's iShares Russell 2500 ETF position peaked at $1.89M in Q1 2024.
  • 39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.