AmeriFlex Group’s iShares Russell 2500 ETF SMMD Stock Holding History

AmeriFlex Group’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	$8.06K	Hold	88	–	–	﹤0.01%	903
2026 Q1	$6.72K	Buy	88 +34	+63%	+$2.68K	﹤0.01%	792
2025 Q4	$4.05K	Sell	54 -54	-50%	-$4.02K	﹤0.01%	889
2025 Q3	$7.96K	Buy	108 +19	+21%	+$1.35K	﹤0.01%	830
2025 Q2	$6.02K	Hold	89	–	–	﹤0.01%	799
2025 Q1	$5.56K	Hold	89	–	–	﹤0.01%	975
2024 Q4	$6.24K	Buy	+89	New	+$6.22K	﹤0.01%	877

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

AmeriFlex Group's SMMD Position: Q2 2026 in Review

AmeriFlex Group held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 88 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

AmeriFlex Group 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.

AmeriFlex Group held 88 shares of iShares Russell 2500 ETF worth $8.06K as of Q2 2026.
AmeriFlex Group left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #903 holding.
AmeriFlex Group 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 AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.