Apollon Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Apollon Wealth 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	$1.15M	Buy	12,502 +82	+0.7%	+$7.04K	0.01%	678
2026 Q1	$948K	Hold	12,420	–	–	0.02%	624
2025 Q4	$931K	Hold	12,420	–	–	0.02%	603
2025 Q3	$916K	Sell	12,420 -110	-0.9%	-$7.84K	0.02%	597
2025 Q2	$849K	Hold	12,530	–	–	0.02%	601
2025 Q1	$784K	Hold	12,530	–	–	0.02%	589
2024 Q4	$852K	Buy	12,530 +110	+0.9%	+$7.69K	0.02%	567
2024 Q3	$841K	Hold	12,420	–	–	0.02%	537
2024 Q2	$777K	Hold	12,420	–	–	0.02%	544
2024 Q1	$815K	Hold	12,420	–	–	0.03%	529
2023 Q4	$765K	Hold	12,420	–	–	0.03%	538
2023 Q3	$677K	Hold	12,420	–	–	0.03%	469
2023 Q2	$714K	Hold	12,420	–	–	0.03%	498
2023 Q1	$681K	Hold	12,420	–	–	0.04%	441
2022 Q4	$660K	Hold	12,420	–	–	0.05%	418
2022 Q3	$618K	Hold	12,420	–	–	0.05%	389
2022 Q2	$641K	Hold	12,420	–	–	0.05%	370
2022 Q1	$775K	Buy	12,420 +260	+2%	+$16K	0.06%	351
2021 Q4	$807K	Hold	12,160	–	–	0.06%	344
2021 Q3	$781K	Hold	12,160	–	–	0.11%	178
2021 Q2	$805K	Hold	12,160	–	–	0.14%	139
2021 Q1	$765K	Buy	+12,160	New	+$752K	0.15%	141

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

Apollon Wealth Management's SMMD Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 0.66% in Q2 2026, buying an estimated $7.04K and bringing the position to 12,502 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #678.

Apollon Wealth Management first reported a position in SMMD in Q1 2021 and has held it in 22 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Apollon Wealth Management held 12,502 shares of iShares Russell 2500 ETF worth $1.15M as of Q2 2026.
Apollon Wealth Management bought 82 iShares Russell 2500 ETF shares in Q2 2026, an estimated $7.04K.
iShares Russell 2500 ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #678 holding.
Apollon Wealth Management first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 22 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.