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Advisory Resource Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Advisory Resource Group’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
2025
Q2 		– Sell
-33,624
Closed -$2.1M – 178
2025
Q1 		$2.1M Sell
33,624
-2,297
-6% -$155K 0.43% 61
2024
Q4 		$2.44M Sell
35,921
-400
-1% -$28K 0.52% 49
2024
Q3 		$2.46M Sell
36,321
-210,194
-85% -$13.7M 0.53% 50
2024
Q2 		$15.4M Buy
246,515
+16,006
+7% +$1.01M 3.48% 5
2024
Q1 		$15.1M Buy
230,509
+16,215
+8% +$1M 3.47% 5
2023
Q4 		$13.2M Buy
214,294
+8,595
+4% +$476K 3.29% 5
2023
Q3 		$11.2M Buy
205,699
+4,857
+2% +$280K 3.03% 6
2023
Q2 		$11.5M Sell
200,842
-18,335
-8% -$1M 3.14% 6
2023
Q1 		$12M Buy
219,177
+48,093
+28% +$2.7M 3.37% 6
2022
Q4 		$9.09M Buy
171,084
+15,591
+10% +$837K 2.7% 8
2022
Q3 		$7.74M Buy
155,493
+4,916
+3% +$271K 2.56% 8
2022
Q2 		$7.77M Buy
150,577
+5,174
+4% +$293K 2.54% 8
2022
Q1 		$9.07M Buy
145,403
+10,228
+8% +$629K 2.82% 7
2021
Q4 		$8.21M Buy
135,175
+26,843
+25% +$1.79M 2.74% 8
2021
Q3 		$6.96M Sell
108,332
-23,247
-18% -$1.51M 2.56% 10
2021
Q2 		$8.71M Buy
131,579
+1,406
+1% +$91.4K 3.49% 5
2021
Q1 		$8.19M Buy
130,173
+83,101
+177% +$5.14M 3.82% 5
2020
Q4 		$2.67M Buy
47,072
+29,392
+166% +$1.51M 1.32% 16
2020
Q3 		$792K Buy
17,680
+1,200
+7% +$53.7K 0.46% 47
2020
Q2 		$700K Sell
16,480
-8,165
-33% -$319K 0.43% 41
2020
Q1 		$828K Sell
24,645
-163,649
-87% -$7.16M 0.63% 39
2019
Q4 		$9.06M Buy
188,294
+183,405
+3,751% +$8.47M 5.11% 4
2019
Q3 		$218K Buy
+4,889
New +$219K 0.12% 70

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Advisory Resource Group's SMMD Position: Q2 2025 in Review

Advisory Resource Group sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 33,624 shares — an estimated $2.1M sold.

Advisory Resource Group first reported a position in SMMD in Q3 2019 and held it in 23 quarters. The position peaked at $15.4M in Q2 2024. 197 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • Advisory Resource Group reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
  • Advisory Resource Group sold 33,624 iShares Russell 2500 ETF shares in Q2 2025, an estimated $2.1M.
  • Advisory Resource Group first reported a position in iShares Russell 2500 ETF in Q3 2019 and held it in 23 quarters.
  • Advisory Resource Group's iShares Russell 2500 ETF position peaked at $15.4M in Q2 2024.
  • 197 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Advisory Resource Group's 13F filing for Q2 2025, filed 8 Aug 2025.