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 Q3	$2.2M	Buy	25,778 +878	+4%	+$78.9K	0.47%	59
2026 Q2	$2.28M	Buy	+24,900	New	+$2.14M	0.77%	35

Other funds holding SMMD

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Advisory Solutions Group's SMMD Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares Russell 2500 ETF (SMMD) stake by 3.5% in Q3 2026, buying an estimated $78.9K and bringing the position to 25,778 shares worth $2.2M. The position accounts for 0.47% of the portfolio, ranked #59.

Advisory Solutions Group first reported a position in SMMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.28M in Q2 2026. 241 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Advisory Solutions Group held 25,778 shares of iShares Russell 2500 ETF worth $2.2M as of Q3 2026.
Advisory Solutions Group bought 878 iShares Russell 2500 ETF shares in Q3 2026, an estimated $78.9K.
iShares Russell 2500 ETF made up 0.47% of Advisory Solutions Group's portfolio in Q3 2026, its #59 holding.
Advisory Solutions Group first reported a position in iShares Russell 2500 ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's iShares Russell 2500 ETF position peaked at $2.28M in Q2 2026.
241 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.