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RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell 2500 ETF SMMD Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$2.83M Sell
30,938
-1,368
-4% -$117K 0.36% 36
2026
Q1 		$2.47M Buy
32,306
+70
+0.2% +$5.52K 0.39% 34
2025
Q4 		$2.42M Buy
32,236
+128
+0.4% +$9.53K 0.37% 40
2025
Q3 		$2.37M Buy
32,108
+106
+0.3% +$7.55K 0.43% 39
2025
Q2 		$2.17M Buy
32,002
+105
+0.3% +$6.65K 0.43% 38
2025
Q1 		$1.99M Sell
31,897
-188
-0.6% -$12.7K 0.45% 36
2024
Q4 		$2.18M Sell
32,085
-126
-0.4% -$8.81K 0.51% 33
2024
Q3 		$2.18M Buy
32,211
+115
+0.4% +$7.5K 0.53% 31
2024
Q2 		$2.01M Buy
32,096
+2,569
+9% +$162K 0.57% 32
2024
Q1 		$1.94M Buy
29,527
+2,119
+8% +$131K 0.58% 32
2023
Q4 		$1.69M Buy
+27,408
New +$1.52M 0.51% 32

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

RAFFA WEALTH MANAGEMENT, LLC's SMMD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its iShares Russell 2500 ETF (SMMD) stake by 4.2% in Q2 2026, selling an estimated $117K and leaving 30,938 shares worth $2.83M. The position accounts for 0.36% of the portfolio, ranked #36.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 30,938 shares of iShares Russell 2500 ETF worth $2.83M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,368 iShares Russell 2500 ETF shares in Q2 2026, an estimated $117K.
  • iShares Russell 2500 ETF made up 0.36% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #36 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.