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Ulrich Consultants & Investment Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Ulrich Consultants & Investment Group’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 		$17.2M Buy
+201,207
New +$18.1M 17.19% 2

Other funds holding SMMD

DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ulrich Consultants & Investment Group's SMMD Position: Q3 2026 in Review

Ulrich Consultants & Investment Group opened a new position in iShares Russell 2500 ETF (SMMD) in Q3 2026: 201,207 shares worth $17.2M. The stake represents 17.19% of the portfolio and ranks #2 among its holdings.

22 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Ulrich Consultants & Investment Group held 201,207 shares of iShares Russell 2500 ETF worth $17.2M as of Q3 2026.
  • iShares Russell 2500 ETF was a new Ulrich Consultants & Investment Group position in Q3 2026.
  • iShares Russell 2500 ETF made up 17.19% of Ulrich Consultants & Investment Group's portfolio in Q3 2026, its #2 holding.
  • 22 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.