Ameritas Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-6	Closed	-$439	–	2807
2025 Q2	$439	Buy	+6	New	+$380	﹤0.01%	2711
2023 Q2	–	Sell	-10	Closed	-$566	–	2220
2023 Q1	$566	Buy	+10	New	+$561	﹤0.01%	2635

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameritas Advisory Services's SMMD Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Russell 2500 ETF (SMMD) in Q3 2025, closing a stake of 6 shares — an estimated $439 sold.

Ameritas Advisory Services first reported a position in SMMD in Q1 2023 and held it in 2 quarters. The position peaked at $566 in Q1 2023. 193 funds tracked by Wall St. Rank hold SMMD as of Q3 2025.

Ameritas Advisory Services reported no remaining iShares Russell 2500 ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 6 iShares Russell 2500 ETF shares in Q3 2025, an estimated $439.
Ameritas Advisory Services first reported a position in iShares Russell 2500 ETF in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's iShares Russell 2500 ETF position peaked at $566 in Q1 2023.
193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.