Badgley Phelps Wealth Managers’s iShares Russell 2500 ETF SMMD Stock Holding History

Badgley Phelps Wealth Managers’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	$25.6M	Buy	+279,503	New	+$24M	0.45%	59
2023 Q1	–	Sell	-6,651	Closed	-$353K	–	219
2022 Q4	$353K	Buy	+6,651	New	+$357K	0.01%	165

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

Badgley Phelps Wealth Managers's SMMD Position: Q2 2026 in Review

Badgley Phelps Wealth Managers opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 279,503 shares worth $25.6M. The stake represents 0.45% of the portfolio and ranks #59 among its holdings. This is a return to the name: Badgley Phelps Wealth Managers previously reported a position in SMMD as recently as Q4 2022.

Badgley Phelps Wealth Managers first reported a position in SMMD in Q4 2022 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Badgley Phelps Wealth Managers held 279,503 shares of iShares Russell 2500 ETF worth $25.6M as of Q2 2026.
iShares Russell 2500 ETF was a new Badgley Phelps Wealth Managers position in Q2 2026.
iShares Russell 2500 ETF made up 0.45% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #59 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 2 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.