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

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 $19.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Baird Financial Group's SMMD Position: Q3 2025 in Review

Baird Financial Group sold out of iShares Russell 2500 ETF (SMMD) in Q3 2025, closing a stake of 46,169 shares — an estimated $3.13M sold.

Baird Financial Group first reported a position in SMMD in Q4 2021 and held it in 8 quarters. The position peaked at $3.13M in Q2 2025. 193 funds tracked by Wall St. Rank hold SMMD as of Q3 2025.

Baird Financial Group reported no remaining iShares Russell 2500 ETF position as of Q3 2025 after selling out during the quarter.
Baird Financial Group sold 46,169 iShares Russell 2500 ETF shares in Q3 2025, an estimated $3.13M.
Baird Financial Group first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 8 quarters.
Baird Financial Group's iShares Russell 2500 ETF position peaked at $3.13M in Q2 2025.
193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.