Wedmont Private Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Wedmont Private Capital’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	$690K	Buy	+8,028	New	+$721K	0.02%	492

Other funds holding SMMD

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Vann Equity Management Plano, Texas $168M AUM

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wedmont Private Capital's SMMD Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in iShares Russell 2500 ETF (SMMD) in Q3 2026: 8,028 shares worth $690K. The stake represents 0.02% of the portfolio and ranks #492 among its holdings.

13 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Wedmont Private Capital held 8,028 shares of iShares Russell 2500 ETF worth $690K as of Q3 2026.
iShares Russell 2500 ETF was a new Wedmont Private Capital position in Q3 2026.
iShares Russell 2500 ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #492 holding.
13 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.