Bank of New York Mellon’s iShares Russell 2500 ETF SMMD Stock Holding History

Bank of New York Mellon’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	$404K	Buy	4,407 +67	+2%	+$5.75K	﹤0.01%	3850
2026 Q1	$331K	Buy	4,340 +322	+8%	+$25.4K	﹤0.01%	3807
2025 Q4	$301K	Sell	4,018 -2,834	-41%	-$211K	﹤0.01%	3857
2025 Q3	$505K	Buy	6,852 +3,018	+79%	+$215K	﹤0.01%	3585
2025 Q2	$260K	Buy	3,834 +38	+1%	+$2.41K	﹤0.01%	3870
2025 Q1	$237K	Buy	3,796 +404	+12%	+$27.2K	﹤0.01%	3806
2024 Q4	$231K	Buy	3,392 +88	+3%	+$6.15K	﹤0.01%	3901
2024 Q3	$224K	Sell	3,304 -401	-11%	-$26.2K	﹤0.01%	3878
2024 Q2	$232K	Buy	3,705 +2	+0.1%	+$126	﹤0.01%	3908
2024 Q1	$243K	Sell	3,703 -4,019	-52%	-$249K	﹤0.01%	3873
2023 Q4	$475K	Buy	7,722 +3,838	+99%	+$213K	﹤0.01%	3583
2023 Q3	$212K	Sell	3,884 -558	-13%	-$32.1K	﹤0.01%	3938
2023 Q2	$255K	Hold	4,442	–	–	﹤0.01%	3900
2023 Q1	$244K	Sell	4,442 -1	-0%	-$56	﹤0.01%	3844
2022 Q4	$236K	Sell	4,443 -342	-7%	-$18.4K	﹤0.01%	3904
2022 Q3	$238K	Buy	4,785 +343	+8%	+$18.9K	﹤0.01%	3946
2022 Q2	$229K	Buy	+4,442	New	+$251K	﹤0.01%	4004

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

WANY

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Bank of New York Mellon's SMMD Position: Q2 2026 in Review

Bank of New York Mellon increased its iShares Russell 2500 ETF (SMMD) stake by 1.5% in Q2 2026, buying an estimated $5.75K and bringing the position to 4,407 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Bank of New York Mellon first reported a position in SMMD in Q2 2022 and has held it in 17 quarters since. The position peaked at $505K in Q3 2025. 172 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Bank of New York Mellon held 4,407 shares of iShares Russell 2500 ETF worth $404K as of Q2 2026.
Bank of New York Mellon bought 67 iShares Russell 2500 ETF shares in Q2 2026, an estimated $5.75K.
iShares Russell 2500 ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3850 holding.
Bank of New York Mellon first reported a position in iShares Russell 2500 ETF in Q2 2022 and has held it in 17 quarters since.
Bank of New York Mellon's iShares Russell 2500 ETF position peaked at $505K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.