Atria Investments’s iShares Russell 2500 ETF SMMD Stock Holding History

Atria Investments’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	$339K	Buy	+3,703	New	+$318K	﹤0.01%	1765
2026 Q1	–	Sell	-3,627	Closed	-$272K	–	2140
2025 Q4	$272K	Buy	3,627 +318	+10%	+$23.7K	﹤0.01%	1793
2025 Q3	$244K	Buy	+3,309	New	+$236K	﹤0.01%	1839
2025 Q1	–	Sell	-8,344	Closed	-$567K	–	1992
2024 Q4	$567K	Buy	+8,344	New	+$583K	0.01%	1264
2024 Q3	–	Sell	-10,621	Closed	-$665K	–	2041
2024 Q2	$665K	Buy	+10,621	New	+$668K	0.01%	1159
2023 Q3	–	Sell	-22,495	Closed	-$1.29M	–	883
2023 Q2	$1.29M	Buy	+22,495	New	+$1.23M	0.02%	729
2023 Q1	–	Sell	-19,732	Closed	-$1.05M	–	864
2022 Q4	$1.05M	Sell	19,732 -22,974	-54%	-$1.23M	0.02%	746
2022 Q3	$2.13M	Sell	42,706 -5,565	-12%	-$307K	0.05%	462
2022 Q2	$2.49M	Buy	48,271 +28,360	+142%	+$1.6M	0.05%	426
2022 Q1	$1.24M	Buy	19,911 +145	+0.7%	+$8.92K	0.02%	758
2021 Q4	$1.31M	Buy	+19,766	New	+$1.32M	0.02%	724
2020 Q2	–	Sell	-7,770	Closed	-$261K	–	731
2020 Q1	$261K	Buy	+7,770	New	+$340K	0.02%	463

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

Atria Investments's SMMD Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 3,703 shares worth $339K. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings. This is a return to the name: Atria Investments previously reported a position in SMMD as recently as Q4 2025.

Atria Investments first reported a position in SMMD in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.49M in Q2 2022. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Atria Investments held 3,703 shares of iShares Russell 2500 ETF worth $339K as of Q2 2026.
iShares Russell 2500 ETF was a new Atria Investments position in Q2 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1765 holding.
Atria Investments first reported a position in iShares Russell 2500 ETF in Q1 2020 and has held it in 12 quarters since.
Atria Investments's iShares Russell 2500 ETF position peaked at $2.49M in Q2 2022.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.