Altman Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Altman Advisors’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	$380K	Buy	27,986 +4,045	+17%	+$347K	0.14%	86
2026 Q1	$315K	Sell	23,941 -151	-0.6%	-$11.9K	0.13%	77
2025 Q4	$348K	Buy	24,092 +342	+1%	+$25.5K	0.13%	88
2025 Q3	$341K	Buy	23,750 +1,471	+7%	+$105K	0.13%	87
2025 Q2	$322K	Buy	22,279 +1,119	+5%	+$70.9K	0.13%	89
2025 Q1	$305K	Sell	21,160 -1,406	-6%	-$94.8K	0.14%	89
2024 Q4	$336K	Buy	22,566 +17,711	+365%	+$1.24M	0.14%	93
2024 Q3	$329K	Buy	+4,855	New	+$317K	0.15%	91
2024 Q2	–	Sell	-4,619	Closed	-$300K	–	91
2024 Q1	$300K	Buy	4,619 +55	+1%	+$3.4K	0.15%	93
2023 Q4	$281K	Sell	4,564 -111	-2%	-$6.15K	0.15%	96
2023 Q3	$255K	Buy	+4,675	New	+$269K	0.16%	91
2023 Q1	–	Sell	-3,987	Closed	-$222K	–	95
2022 Q4	$222K	Buy	+3,987	New	+$214K	0.14%	86

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

Altman Advisors's SMMD Position: Q2 2026 in Review

Altman Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 17% in Q2 2026, buying an estimated $347K and bringing the position to 27,986 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #86.

Altman Advisors first reported a position in SMMD in Q4 2022 and has held it in 12 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Altman Advisors held 27,986 shares of iShares Russell 2500 ETF worth $380K as of Q2 2026.
Altman Advisors bought 4,045 iShares Russell 2500 ETF shares in Q2 2026, an estimated $347K.
iShares Russell 2500 ETF made up 0.14% of Altman Advisors's portfolio in Q2 2026, its #86 holding.
Altman Advisors first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 12 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.