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AE Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

AE Wealth 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 		$224K Buy
2,442
+2,402
+6,005% +$206K ﹤0.01% 1656
2026
Q1 		$3.05K Buy
40
+37
+1,233% +$2.92K ﹤0.01% 2436
2025
Q4 		$225 Hold
3
– – ﹤0.01% 2421
2025
Q3 		$221 Hold
3
– – ﹤0.01% 2253
2025
Q2 		$203 Hold
3
– – ﹤0.01% 2124
2025
Q1 		$188 Hold
3
– – ﹤0.01% 2127
2024
Q4 		$204 Buy
+3
New +$210 ﹤0.01% 2104

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's SMMD Position: Q2 2026 in Review

AE Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 6,005% in Q2 2026, buying an estimated $206K and bringing the position to 2,442 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

AE Wealth Management first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • AE Wealth Management held 2,442 shares of iShares Russell 2500 ETF worth $224K as of Q2 2026.
  • AE Wealth Management bought 2,402 iShares Russell 2500 ETF shares in Q2 2026, an estimated $206K.
  • iShares Russell 2500 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1656 holding.
  • AE Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.