AlphaCore Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

AlphaCore Capital’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	$108K	Hold	1,174	–	–	﹤0.01%	1200
2026 Q1	$89.6K	Hold	1,174	–	–	﹤0.01%	950
2025 Q4	$88K	Hold	1,174	–	–	﹤0.01%	1108
2025 Q3	$86.6K	Hold	1,174	–	–	﹤0.01%	821
2025 Q2	$79.6K	Hold	1,174	–	–	﹤0.01%	747
2025 Q1	$73.4K	Buy	+1,174	New	+$79.1K	0.01%	553

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

AlphaCore Capital's SMMD Position: Q2 2026 in Review

AlphaCore Capital held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 1,174 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

AlphaCore Capital first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

AlphaCore Capital held 1,174 shares of iShares Russell 2500 ETF worth $108K as of Q2 2026.
AlphaCore Capital left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1200 holding.
AlphaCore Capital first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.