1620 Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

1620 Investment Advisors’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	$429K	Buy	4,677 +66	+1%	+$5.67K	0.27%	103
2026 Q1	$352K	Sell	4,611 -111	-2%	-$8.75K	0.24%	113
2025 Q4	$354K	Buy	4,722 +237	+5%	+$17.6K	0.24%	117
2025 Q3	$331K	Buy	4,485 +124	+3%	+$8.84K	0.22%	122
2025 Q2	$296K	Buy	4,361 +350	+9%	+$22.2K	0.21%	124
2025 Q1	$251K	Buy	4,011 +284	+8%	+$19.1K	0.19%	136
2024 Q4	$253K	Buy	3,727 +1,300	+54%	+$90.9K	0.19%	136
2024 Q3	$164K	Buy	2,427 +89	+4%	+$5.81K	0.12%	171
2024 Q2	$146K	Buy	+2,338	New	+$147K	0.11%	180

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1620 Investment Advisors's SMMD Position: Q2 2026 in Review

1620 Investment Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 1.4% in Q2 2026, buying an estimated $5.67K and bringing the position to 4,677 shares worth $429K. The position accounts for 0.27% of the portfolio, ranked #103.

1620 Investment Advisors first reported a position in SMMD in Q2 2024 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

1620 Investment Advisors held 4,677 shares of iShares Russell 2500 ETF worth $429K as of Q2 2026.
1620 Investment Advisors bought 66 iShares Russell 2500 ETF shares in Q2 2026, an estimated $5.67K.
iShares Russell 2500 ETF made up 0.27% of 1620 Investment Advisors's portfolio in Q2 2026, its #103 holding.
1620 Investment Advisors first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 9 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.