Andina Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Andina Capital 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 Q2	$1.67M	Sell	18,221 -6,799	-27%	-$584K	2.69%	10
2026 Q1	$1.91M	Sell	25,020 -11,346	-31%	-$895K	1.69%	15
2025 Q4	$2.73M	Buy	36,366 +917	+3%	+$68.3K	1.65%	16
2025 Q3	$2.61M	Sell	35,449 -3,493	-9%	-$249K	1.48%	16
2025 Q2	$2.64M	Buy	38,942 +6,737	+21%	+$427K	1.85%	13
2025 Q1	$2.01M	Buy	32,205 +6,930	+27%	+$467K	1.43%	20
2024 Q4	$1.72M	Buy	25,275 +8,892	+54%	+$622K	1.4%	20
2024 Q3	$1.11M	Buy	16,383 +168	+1%	+$11K	0.84%	32
2024 Q2	$1.02M	Buy	+16,215	New	+$1.02M	0.76%	36

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

Andina Capital Management's SMMD Position: Q2 2026 in Review

Andina Capital Management reduced its iShares Russell 2500 ETF (SMMD) stake by 27% in Q2 2026, selling an estimated $584K and leaving 18,221 shares worth $1.67M. The position accounts for 2.69% of the portfolio, ranked #10.

Andina Capital Management first reported a position in SMMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.73M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Andina Capital Management held 18,221 shares of iShares Russell 2500 ETF worth $1.67M as of Q2 2026.
Andina Capital Management sold 6,799 iShares Russell 2500 ETF shares in Q2 2026, an estimated $584K.
iShares Russell 2500 ETF made up 2.69% of Andina Capital Management's portfolio in Q2 2026, its #10 holding.
Andina Capital Management first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 9 quarters since.
Andina Capital Management's iShares Russell 2500 ETF position peaked at $2.73M in Q4 2025.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Andina Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.