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 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 $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $5.08B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Advyzon Investment Management's SMMD Position: Q1 2026 in Review

Advyzon Investment Management held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 7,210 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #367.

Advyzon Investment Management first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $892K in Q4 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Advyzon Investment Management held 7,210 shares of iShares Russell 2500 ETF worth $550K as of Q1 2026.
Advyzon Investment Management left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
iShares Russell 2500 ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #367 holding.
Advyzon Investment Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's iShares Russell 2500 ETF position peaked at $892K in Q4 2024.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.