Advisory Solutions Group, LLC’s iShares Russell 2500 ETF SMMD Stock Holding History

Advisory Solutions Group, 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	$2.28M	Buy	+24,900	New	+$2.14M	0.77%	35

Other funds holding SMMD

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Advisory Solutions Group, LLC's SMMD Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 24,900 shares worth $2.28M. The stake represents 0.77% of the portfolio and ranks #35 among its holdings.

84 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Advisory Solutions Group, LLC held 24,900 shares of iShares Russell 2500 ETF worth $2.28M as of Q2 2026.
iShares Russell 2500 ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
iShares Russell 2500 ETF made up 0.77% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #35 holding.
84 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.