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Vantage Financial Partners (Wisconsin)’s iShares Russell 2500 ETF SMMD Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$283K Sell
3,778
-109
-3% -$8.12K 0.06% 168
2025
Q3 		$287K Hold
3,887
– – 0.06% 167
2025
Q2 		$263K Hold
3,887
– – 0.06% 171
2025
Q1 		$243K Buy
+3,887
New +$262K 0.06% 164

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SMMD Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Russell 2500 ETF (SMMD) stake by 2.8% in Q4 2025, selling an estimated $8.12K and leaving 3,778 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #168.

Vantage Financial Partners (Wisconsin) first reported a position in SMMD in Q1 2025 and has held it in 4 quarters since. The position peaked at $287K in Q3 2025. 221 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 3,778 shares of iShares Russell 2500 ETF worth $283K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 109 iShares Russell 2500 ETF shares in Q4 2025, an estimated $8.12K.
  • iShares Russell 2500 ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #168 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 4 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Russell 2500 ETF position peaked at $287K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.