BBR Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

BBR Partners’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	$1.03M	Hold	11,206	–	–	0.05%	120
2026 Q1	$856K	Hold	11,206	–	–	0.05%	111
2025 Q4	$840K	Hold	11,206	–	–	0.05%	125
2025 Q3	$826K	Hold	11,206	–	–	0.05%	118
2025 Q2	$760K	Buy	+11,206	New	+$710K	0.05%	117

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

BBR Partners's SMMD Position: Q2 2026 in Review

BBR Partners held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 11,206 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #120.

BBR Partners first reported a position in SMMD in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

BBR Partners held 11,206 shares of iShares Russell 2500 ETF worth $1.03M as of Q2 2026.
BBR Partners left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up 0.05% of BBR Partners's portfolio in Q2 2026, its #120 holding.
BBR Partners first reported a position in iShares Russell 2500 ETF in Q2 2025 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.