Advyzon Investment Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Advyzon Investment Management’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	$678K	Buy	7,401 +191	+3%	+$16.4K	0.05%	370
2026 Q1	$550K	Hold	7,210	–	–	0.05%	367
2025 Q4	$540K	Hold	7,210	–	–	0.06%	304
2025 Q3	$532K	Hold	7,210	–	–	0.09%	214
2025 Q2	$489K	Hold	7,210	–	–	0.11%	184
2025 Q1	$451K	Sell	7,210 -5,907	-45%	-$398K	0.16%	123
2024 Q4	$892K	Buy	+13,117	New	+$917K	0.34%	54

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

Advyzon Investment Management's SMMD Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Russell 2500 ETF (SMMD) stake by 2.6% in Q2 2026, buying an estimated $16.4K and bringing the position to 7,401 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #370.

Advyzon Investment Management first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q4 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Advyzon Investment Management held 7,401 shares of iShares Russell 2500 ETF worth $678K as of Q2 2026.
Advyzon Investment Management bought 191 iShares Russell 2500 ETF shares in Q2 2026, an estimated $16.4K.
iShares Russell 2500 ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #370 holding.
Advyzon Investment Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares Russell 2500 ETF position peaked at $892K in Q4 2024.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.