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Arax Advisory Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Arax Advisory Partners’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
Q1 		– Sell
-677
Closed -$50.7K – 4279
2025
Q4 		$50.7K Hold
677
– – ﹤0.01% 1606
2025
Q3 		$49.9K Hold
677
– – ﹤0.01% 1838
2025
Q2 		$45.9K Buy
+677
New +$42.9K ﹤0.01% 1282

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Arax Advisory Partners's SMMD Position: Q1 2026 in Review

Arax Advisory Partners sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 677 shares — an estimated $50.7K sold.

Arax Advisory Partners first reported a position in SMMD in Q2 2025 and held it in 3 quarters. The position peaked at $50.7K in Q4 2025. 233 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Arax Advisory Partners reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 677 iShares Russell 2500 ETF shares in Q1 2026, an estimated $50.7K.
  • Arax Advisory Partners first reported a position in iShares Russell 2500 ETF in Q2 2025 and held it in 3 quarters.
  • Arax Advisory Partners's iShares Russell 2500 ETF position peaked at $50.7K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.