Aptus Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Aptus Capital 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	$289K	Sell	3,156 -179	-5%	-$15.4K	﹤0.01%	964
2026 Q1	$255K	Sell	3,335 -1	-0%	-$79	﹤0.01%	931
2025 Q4	$250K	Sell	3,336 -356	-10%	-$26.5K	﹤0.01%	953
2025 Q3	$272K	Sell	3,692 -1,465	-28%	-$104K	﹤0.01%	873
2025 Q2	$350K	Sell	5,157 -4,091	-44%	-$259K	﹤0.01%	781
2025 Q1	$578K	Buy	9,248 +1,834	+25%	+$124K	0.01%	605
2024 Q4	$504K	Buy	+7,414	New	+$518K	0.01%	632
2024 Q3	–	Sell	-200	Closed	-$12.5K	–	1273
2024 Q2	$12.5K	Hold	200	–	–	﹤0.01%	1012
2024 Q1	$13.1K	Buy	+200	New	+$12.4K	﹤0.01%	1008
2022 Q3	–	Sell	-1,531	Closed	-$79K	–	810
2022 Q2	$79K	Buy	1,531 +142	+10%	+$8.03K	﹤0.01%	438
2022 Q1	$87K	Buy	+1,389	New	+$85.5K	﹤0.01%	476

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

Aptus Capital Advisors's SMMD Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 5.4% in Q2 2026, selling an estimated $15.4K and leaving 3,156 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Aptus Capital Advisors first reported a position in SMMD in Q1 2022 and has held it in 11 quarters since. The position peaked at $578K in Q1 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Aptus Capital Advisors held 3,156 shares of iShares Russell 2500 ETF worth $289K as of Q2 2026.
Aptus Capital Advisors sold 179 iShares Russell 2500 ETF shares in Q2 2026, an estimated $15.4K.
iShares Russell 2500 ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #964 holding.
Aptus Capital Advisors first reported a position in iShares Russell 2500 ETF in Q1 2022 and has held it in 11 quarters since.
Aptus Capital Advisors's iShares Russell 2500 ETF position peaked at $578K in Q1 2025.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.