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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
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 $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
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
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

AE Wealth Management's SMMD Position: Q1 2026 in Review

AE Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 1,233% in Q1 2026, buying an estimated $2.92K and bringing the position to 40 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

AE Wealth Management first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • AE Wealth Management held 40 shares of iShares Russell 2500 ETF worth $3.05K as of Q1 2026.
  • AE Wealth Management bought 37 iShares Russell 2500 ETF shares in Q1 2026, an estimated $2.92K.
  • iShares Russell 2500 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2436 holding.
  • AE Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.