Wealth Enhancement Advisory Services
SMMD icon

Wealth Enhancement Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Wealth Enhancement Advisory Services’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 		$305K Buy
+3,384
New +$291K ﹤0.01% 3189

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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

Wealth Enhancement Advisory Services's SMMD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 3,384 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #3189 among its holdings.

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

  • Wealth Enhancement Advisory Services held 3,384 shares of iShares Russell 2500 ETF worth $305K as of Q2 2026.
  • iShares Russell 2500 ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3189 holding.
  • 54 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.