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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CNBOF

City National Bank of Florida Miami, Florida $238M AUM 29.9% 1-Year Est. Return

Wealthcare Advisory Partners's SMMD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell 2500 ETF (SMMD) stake by 5.3% in Q2 2026, selling an estimated $1.24M and leaving 257,371 shares worth $23.6M. The position accounts for 0.45% of the portfolio, ranked #43.

Wealthcare Advisory Partners first reported a position in SMMD in Q1 2021 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Wealthcare Advisory Partners held 257,371 shares of iShares Russell 2500 ETF worth $23.6M as of Q2 2026.
Wealthcare Advisory Partners sold 14,390 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.24M.
iShares Russell 2500 ETF made up 0.45% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #43 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 9 quarters since.
39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.