Wealthcare Advisory Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Wealthcare Advisory Partners’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 Q3	$21.2M	Sell	247,394 -9,977	-4%	-$896K	0.36%	58
2026 Q2	$23.6M	Sell	257,371 -14,390	-5%	-$1.24M	0.45%	43
2026 Q1	$20.7M	Buy	271,761 +11,812	+5%	+$931K	0.4%	47
2025 Q4	$19.5M	Buy	259,949 +9,539	+4%	+$710K	0.38%	51
2025 Q3	$18.5M	Buy	250,410 +70,363	+39%	+$5.01M	0.38%	49
2025 Q2	$12.2M	Buy	180,047 +116,155	+182%	+$7.36M	0.28%	71
2025 Q1	$4M	Sell	63,892 -20,047	-24%	-$1.35M	0.11%	165
2024 Q4	$5.71M	Buy	83,939 +29,413	+54%	+$2.06M	0.16%	122
2024 Q3	$3.69M	Buy	+54,526	New	+$3.56M	0.11%	168
2021 Q2	–	Sell	-750	Closed	-$47K	–	1664
2021 Q1	$47K	Buy	+750	New	+$46.4K	﹤0.01%	896

Other funds holding SMMD

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealthcare Advisory Partners's SMMD Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell 2500 ETF (SMMD) stake by 3.9% in Q3 2026, selling an estimated $896K and leaving 247,394 shares worth $21.2M. The position accounts for 0.36% of the portfolio, ranked #58.

Wealthcare Advisory Partners first reported a position in SMMD in Q1 2021 and has held it in 10 quarters since. The position peaked at $23.6M in Q2 2026. 103 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Wealthcare Advisory Partners held 247,394 shares of iShares Russell 2500 ETF worth $21.2M as of Q3 2026.
Wealthcare Advisory Partners sold 9,977 iShares Russell 2500 ETF shares in Q3 2026, an estimated $896K.
iShares Russell 2500 ETF made up 0.36% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #58 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 10 quarters since.
Wealthcare Advisory Partners's iShares Russell 2500 ETF position peaked at $23.6M in Q2 2026.
103 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.