AWS
SMMD icon

Atria Wealth Solutions’s iShares Russell 2500 ETF SMMD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,587
Closed -$412K – 1858
2025
Q1 		$412K Sell
6,587
-944
-13% -$63.6K 0.01% 1292
2024
Q4 		$512K Sell
7,531
-21,047
-74% -$1.47M 0.01% 1269
2024
Q3 		$1.94M Sell
28,578
-4,246
-13% -$277K 0.02% 649
2024
Q2 		$2.05M Sell
32,824
-6,026
-16% -$379K 0.02% 618
2024
Q1 		$2.55M Sell
38,850
-18,385
-32% -$1.14M 0.03% 557
2023
Q4 		$3.52M Buy
57,235
+2,356
+4% +$131K 0.04% 411
2023
Q3 		$2.99M Sell
54,879
-2,458
-4% -$142K 0.04% 432
2023
Q2 		$3.3M Buy
57,337
+49,191
+604% +$2.69M 0.05% 405
2023
Q1 		$447K Buy
8,146
+226
+3% +$12.7K 0.01% 1195
2022
Q4 		$421K Buy
7,920
+2,342
+42% +$126K 0.01% 1174
2022
Q3 		$277K Buy
5,578
+44
+0.8% +$2.43K ﹤0.01% 1347
2022
Q2 		$286K Buy
5,534
+1,532
+38% +$86.6K 0.01% 1236
2022
Q1 		$250K Buy
+4,002
New +$246K ﹤0.01% 1423

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's SMMD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 6,587 shares — an estimated $412K sold.

Atria Wealth Solutions first reported a position in SMMD in Q1 2022 and held it in 13 quarters. The position peaked at $3.52M in Q4 2023. 197 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,587 iShares Russell 2500 ETF shares in Q2 2025, an estimated $412K.
  • Atria Wealth Solutions first reported a position in iShares Russell 2500 ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares Russell 2500 ETF position peaked at $3.52M in Q4 2023.
  • 197 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.