AAS
SMMD icon

Avantax Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Avantax Advisory Services’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 		$1.1M Sell
16,259
-11,239
-41% -$712K 0.01% 1106
2025
Q1 		$1.72M Sell
27,498
-891
-3% -$60K 0.01% 819
2024
Q4 		$1.93M Sell
28,389
-2,133
-7% -$149K 0.01% 723
2024
Q3 		$2.07M Sell
30,522
-8,933
-23% -$583K 0.01% 683
2024
Q2 		$2.47M Buy
39,455
+6,057
+18% +$381K 0.02% 587
2024
Q1 		$2.19M Sell
33,398
-6,704
-17% -$415K 0.02% 522
2023
Q4 		$2.47M Buy
40,102
+35,469
+766% +$1.97M 0.02% 450
2023
Q3 		$253K Sell
4,633
-2,105
-31% -$121K ﹤0.01% 1292
2023
Q2 		$387K Buy
6,738
+204
+3% +$11.1K ﹤0.01% 1053
2023
Q1 		$358K Sell
6,534
-424
-6% -$23.8K ﹤0.01% 1055
2022
Q4 		$370K Buy
6,958
+111
+2% +$5.96K ﹤0.01% 1005
2022
Q3 		$341K Sell
6,847
-2,865
-29% -$158K 0.01% 939
2022
Q2 		$501K Sell
9,712
-2,819
-22% -$159K 0.01% 784
2022
Q1 		$782K Buy
12,531
+821
+7% +$50.5K 0.01% 622
2021
Q4 		$777K Buy
11,710
+7
+0.1% +$466 0.01% 604
2021
Q3 		$753K Sell
11,703
-302
-3% -$19.7K 0.01% 573
2021
Q2 		$794K Buy
12,005
+203
+2% +$13.2K 0.01% 535
2021
Q1 		$744K Buy
11,802
+1,986
+20% +$123K 0.02% 499
2020
Q4 		$556K Buy
9,816
+722
+8% +$37.1K 0.01% 529
2020
Q3 		$407K Hold
9,094
– – 0.01% 885
2020
Q2 		$387K Hold
9,094
– – 0.01% 551
2020
Q1 		$306K Buy
+9,094
New +$398K 0.01% 569

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 $5.53B AUM 28.91% 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

Avantax Advisory Services's SMMD Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Russell 2500 ETF (SMMD) stake by 41% in Q2 2025, selling an estimated $712K and leaving 16,259 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1106.

Avantax Advisory Services first reported a position in SMMD in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.47M in Q2 2024. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • Avantax Advisory Services held 16,259 shares of iShares Russell 2500 ETF worth $1.1M as of Q2 2025.
  • Avantax Advisory Services sold 11,239 iShares Russell 2500 ETF shares in Q2 2025, an estimated $712K.
  • iShares Russell 2500 ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1106 holding.
  • Avantax Advisory Services first reported a position in iShares Russell 2500 ETF in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's iShares Russell 2500 ETF position peaked at $2.47M in Q2 2024.
  • 198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.