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

Advisory Solutions 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
2026 Q2	$2.28M	Buy	+24,900	New	+$2.14M	0.77%	35

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Advisory Solutions Group's SMMD Position: Q2 2026 in Review

Advisory Solutions Group opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 24,900 shares worth $2.28M. The stake represents 0.77% of the portfolio and ranks #35 among its holdings.

250 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Advisory Solutions Group held 24,900 shares of iShares Russell 2500 ETF worth $2.28M as of Q2 2026.
iShares Russell 2500 ETF was a new Advisory Solutions Group position in Q2 2026.
iShares Russell 2500 ETF made up 0.77% of Advisory Solutions Group's portfolio in Q2 2026, its #35 holding.
250 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Advisory Solutions Group's 13F filing for Q2 2026, filed 29 Jul 2026.