AssetMark Inc
SMMD icon

AssetMark Inc’s iShares Russell 2500 ETF SMMD Stock Holding History

AssetMark Inc’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 		$150K Buy
1,636
+900
+122% +$77.3K ﹤0.01% 1518
2026
Q1 		$56.2K Buy
736
+718
+3,989% +$56.6K ﹤0.01% 1720
2025
Q4 		$1.35K Sell
18
-43
-70% -$3.2K ﹤0.01% 2866
2025
Q3 		$4.5K Hold
61
– – ﹤0.01% 2383
2025
Q2 		$4.13K Sell
61
-9
-13% -$570 ﹤0.01% 2186
2025
Q1 		$4.38K Buy
+70
New +$4.72K ﹤0.01% 2024

Other funds holding SMMD

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 28.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CFP
Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return

AssetMark Inc's SMMD Position: Q2 2026 in Review

AssetMark Inc increased its iShares Russell 2500 ETF (SMMD) stake by 122% in Q2 2026, buying an estimated $77.3K and bringing the position to 1,636 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

AssetMark Inc first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • AssetMark Inc held 1,636 shares of iShares Russell 2500 ETF worth $150K as of Q2 2026.
  • AssetMark Inc bought 900 iShares Russell 2500 ETF shares in Q2 2026, an estimated $77.3K.
  • iShares Russell 2500 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1518 holding.
  • AssetMark Inc first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.