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Baird Financial Group’s
iShares Russell 2500 ETF
SMMD
Stock Holding History
Baird Financial Group’s Portfolio
SMMD Stock Details
SMMD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-46,169
Closed
-$3.13M
–
1854
2025
Q2
$3.13M
Buy
46,169
+1,115
+2%
+$70.7K
0.01%
866
2025
Q1
$2.82M
Buy
45,054
+6,969
+18%
+$470K
0.01%
859
2024
Q4
$2.59M
Hold
38,085
–
–
0.01%
891
2024
Q3
$2.58M
Buy
38,085
+199
+0.5%
+$13K
0.01%
888
2024
Q2
$2.37M
Buy
37,886
+2,239
+6%
+$141K
﹤0.01%
902
2024
Q1
$2.34M
Buy
35,647
+3,452
+11%
+$214K
﹤0.01%
902
2023
Q4
$1.98M
Buy
+32,195
New
+$1.78M
﹤0.01%
936
2022
Q1
–
Sell
-14,505
Closed
-$963K
–
1922
2021
Q4
$963K
Buy
+14,505
New
+$965K
﹤0.01%
1212
Other funds holding SMMD
GIM
Glenmede Investment Management
Philadelphia, Pennsylvania
$20.7B AUM
FWIA
Fort Washington Investment Advisors
Cincinnati, Ohio
$18.1B AUM
18.25%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CCM
Coldstream Capital Management
Bellevue, Washington
$8.12B AUM
17.95%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CTC
Central Trust Company
Jefferson City, Missouri
$5.08B AUM
25.65%
1-Year Est. Return
CAM
Cresset Asset Management
Chicago, Illinois
$23.1B AUM
27.04%
1-Year Est. Return
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
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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