Bank of America
SMMD icon

Bank of America’s iShares Russell 2500 ETF SMMD Stock Holding History

Bank of America’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 		$161M Sell
1,760,471
-355,566
-17% -$30.5M 0.01% 892
2026
Q1 		$162M Sell
2,116,037
-1,122,480
-35% -$88.5M 0.01% 845
2025
Q4 		$243M Buy
3,238,517
+2,322,266
+253% +$173M 0.02% 649
2025
Q3 		$67.6M Buy
916,251
+99,752
+12% +$7.11M ﹤0.01% 1491
2025
Q2 		$55.3M Buy
816,499
+10,761
+1% +$682K ﹤0.01% 1620
2025
Q1 		$50.4M Buy
805,738
+117,434
+17% +$7.91M ﹤0.01% 1576
2024
Q4 		$46.8M Buy
688,304
+225,718
+49% +$15.8M ﹤0.01% 1556
2024
Q3 		$31.3M Buy
462,586
+61,458
+15% +$4.01M ﹤0.01% 1975
2024
Q2 		$25.1M Buy
401,128
+44,200
+12% +$2.78M ﹤0.01% 2034
2024
Q1 		$23.4M Buy
356,928
+77,775
+28% +$4.81M ﹤0.01% 2119
2023
Q4 		$17.2M Sell
279,153
-54,987
-16% -$3.05M ﹤0.01% 2318
2023
Q3 		$18.2M Buy
334,140
+6,127
+2% +$353K ﹤0.01% 2124
2023
Q2 		$18.9M Buy
328,013
+80,860
+33% +$4.42M ﹤0.01% 2104
2023
Q1 		$13.5M Buy
247,153
+49,547
+25% +$2.78M ﹤0.01% 2519
2022
Q4 		$10.5M Sell
197,606
-3,971
-2% -$213K ﹤0.01% 2648
2022
Q3 		$10M Sell
201,577
-8,176
-4% -$451K ﹤0.01% 2618
2022
Q2 		$10.8M Sell
209,753
-19,374
-8% -$1.1M ﹤0.01% 2611
2022
Q1 		$14.3M Sell
229,127
-71,016
-24% -$4.37M ﹤0.01% 2497
2021
Q4 		$19.9M Buy
300,143
+48,157
+19% +$3.21M ﹤0.01% 2213
2021
Q3 		$16.2M Buy
251,986
+14,313
+6% +$933K ﹤0.01% 2361
2021
Q2 		$15.7M Buy
237,673
+41,313
+21% +$2.69M ﹤0.01% 2366
2021
Q1 		$12.3M Buy
196,360
+51,723
+36% +$3.2M ﹤0.01% 2523
2020
Q4 		$8.21M Buy
144,637
+987
+0.7% +$50.7K ﹤0.01% 2681
2020
Q3 		$6.43M Buy
143,650
+99,326
+224% +$4.45M ﹤0.01% 2677
2020
Q2 		$1.88M Buy
44,324
+19,621
+79% +$767K ﹤0.01% 3672
2020
Q1 		$830K Sell
24,703
-9,199
-27% -$402K ﹤0.01% 4133
2019
Q4 		$1.63M Buy
33,902
+5,796
+21% +$268K ﹤0.01% 4166
2019
Q3 		$1.25M Buy
28,106
+9,215
+49% +$413K ﹤0.01% 4394
2019
Q2 		$855K Buy
18,891
+1,055
+6% +$47K ﹤0.01% 4683
2019
Q1 		$786K Sell
17,836
-39,605
-69% -$1.7M ﹤0.01% 4704
2018
Q4 		$2.19M Buy
57,441
+55,626
+3,065% +$2.37M ﹤0.01% 3761
2018
Q3 		$86K Buy
1,815
+835
+85% +$39.5K ﹤0.01% 5953
2018
Q2 		$45K Hold
980
– – ﹤0.01% 6201
2018
Q1 		$42K Hold
980
– – ﹤0.01% 6103
2017
Q4 		$43K Buy
+980
New +$41.7K ﹤0.01% 6129

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America's SMMD Position: Q2 2026 in Review

Bank of America reduced its iShares Russell 2500 ETF (SMMD) stake by 17% in Q2 2026, selling an estimated $30.5M and leaving 1,760,471 shares worth $161M. The position accounts for 0.01% of the portfolio, ranked #892.

Bank of America first reported a position in SMMD in Q4 2017 and has held it in 35 quarters since. The position peaked at $243M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Bank of America held 1,760,471 shares of iShares Russell 2500 ETF worth $161M as of Q2 2026.
  • Bank of America sold 355,566 iShares Russell 2500 ETF shares in Q2 2026, an estimated $30.5M.
  • iShares Russell 2500 ETF made up 0.01% of Bank of America's portfolio in Q2 2026, its #892 holding.
  • Bank of America first reported a position in iShares Russell 2500 ETF in Q4 2017 and has held it in 35 quarters since.
  • Bank of America's iShares Russell 2500 ETF position peaked at $243M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.