CMH Wealth Management LLC SMMD holdings history
ISHARES RUSSELL 2500 ETF · CUSIP 46435G268 · CIK 1657516
As of 2026-06-30, CMH Wealth Management LLC reported 127.14K SMMD (shares), valued at $11.65M, or 1.78% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 1.67%; reported value increased 22.02%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.78% | 127,138 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 1.64% | 125,051 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 2.03% | 126,254 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 1.99% | 126,486 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 2.01% | 127,187 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 4.05% | 258,417 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 4.03% | 258,881 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 4.11% | 257,712 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 4.00% | 259,604 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 4.36% | 261,419 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 4.13% | 276,759 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 3.04% | 198,601 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.04% | 198,601 | $10.88M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 4.13% | 276,759 | $17.04M | Shares increased 39.35%; reported value increased 56.59%, and weight changed +1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 4.36% | 261,419 | $17.15M | Shares decreased 5.54%; reported value increased 0.66%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 4.00% | 259,604 | $16.25M | Shares decreased 0.69%; reported value decreased 5.25%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 4.11% | 257,712 | $17.45M | Shares decreased 0.73%; reported value increased 7.41%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 4.03% | 258,881 | $17.60M | Shares increased 0.45%; reported value increased 0.85%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 4.05% | 258,417 | $16.16M | Shares decreased 0.18%; reported value decreased 8.19%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 2.01% | 127,187 | $8.62M | Shares decreased 50.78%; reported value decreased 46.66%, and weight changed -2.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 1.99% | 126,486 | $9.33M | Shares decreased 0.55%; reported value increased 8.18%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.03% | 126,254 | $9.46M | Shares decreased 0.18%; reported value increased 1.45%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 1.64% | 125,051 | $9.55M | Shares decreased 0.95%; reported value increased 0.91%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 1.78% | 127,138 | $11.65M | Shares increased 1.67%; reported value increased 22.02%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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