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

USAdvisors 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 		$977K Sell
10,666
-784
-7% -$67.3K 0.28% 70
2026
Q1 		$844K Buy
11,450
+23
+0.2% +$1.81K 0.28% 69
2025
Q4 		$856K Sell
11,427
-49
-0.4% -$3.65K 0.28% 71
2025
Q3 		$846K Buy
11,476
+34
+0.3% +$2.42K 0.29% 69
2025
Q2 		$775K Buy
11,442
+35
+0.3% +$2.22K 0.29% 67
2025
Q1 		$713K Sell
11,407
-2,463
-18% -$166K 0.25% 71
2024
Q4 		$943K Sell
13,870
-549
-4% -$38.4K 0.31% 69
2024
Q3 		$976K Sell
14,419
-79
-0.5% -$5.15K 0.34% 64
2024
Q2 		$907K Buy
14,498
+69
+0.5% +$4.34K 0.32% 65
2024
Q1 		$941K Sell
14,429
-2,521
-15% -$156K 0.36% 64
2023
Q4 		$1.04M Sell
16,950
-462
-3% -$25.6K 0.43% 55
2023
Q3 		$949K Sell
17,412
-147
-0.8% -$8.46K 0.42% 59
2023
Q2 		$1.01M Sell
17,559
-163
-0.9% -$8.91K 0.48% 56
2023
Q1 		$972K Buy
17,722
+272
+2% +$15.3K 0.46% 57
2022
Q4 		$927K Buy
17,450
+165
+1% +$8.86K 0.45% 58
2022
Q3 		$860K Buy
17,285
+696
+4% +$38.4K 0.44% 55
2022
Q2 		$856K Sell
16,589
-252
-1% -$14.2K 0.43% 54
2022
Q1 		$1.05M Sell
16,841
-683
-4% -$42K 0.45% 58
2021
Q4 		$1.16M Sell
17,524
-41
-0.2% -$2.73K 0.47% 47
2021
Q3 		$1.13M Buy
17,565
+1,042
+6% +$67.9K 0.49% 47
2021
Q2 		$1.09M Buy
16,523
+1,230
+8% +$80K 0.59% 43
2021
Q1 		$962K Buy
15,293
+5,257
+52% +$325K 0.47% 50
2020
Q4 		$583K Buy
+10,036
New +$515K 0.28% 55

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

USAdvisors Wealth Management reduced its iShares Russell 2500 ETF (SMMD) stake by 6.8% in Q2 2026, selling an estimated $67.3K and leaving 10,666 shares worth $977K. The position accounts for 0.28% of the portfolio, ranked #70.

USAdvisors Wealth Management first reported a position in SMMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q4 2021. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • USAdvisors Wealth Management held 10,666 shares of iShares Russell 2500 ETF worth $977K as of Q2 2026.
  • USAdvisors Wealth Management sold 784 iShares Russell 2500 ETF shares in Q2 2026, an estimated $67.3K.
  • iShares Russell 2500 ETF made up 0.28% of USAdvisors Wealth Management's portfolio in Q2 2026, its #70 holding.
  • USAdvisors Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2020 and has held it in 23 quarters since.
  • USAdvisors Wealth Management's iShares Russell 2500 ETF position peaked at $1.16M in Q4 2021.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.