Bessemer Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Bessemer 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
2026 Q2	$527K	Sell	5,749 -253	-4%	-$21.7K	﹤0.01%	1154
2026 Q1	$458K	Buy	6,002 +253	+4%	+$19.9K	﹤0.01%	1158
2025 Q4	$431K	Hold	5,749	–	–	﹤0.01%	1181
2025 Q3	$424K	Buy	5,749 +3,119	+119%	+$222K	﹤0.01%	912
2025 Q2	$178K	Buy	+2,630	New	+$167K	﹤0.01%	1108
2023 Q3	–	Sell	-1,940	Closed	-$111K	–	2326
2023 Q2	$111K	Buy	+1,940	New	+$106K	﹤0.01%	1195

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

Bessemer Group's SMMD Position: Q2 2026 in Review

Bessemer Group reduced its iShares Russell 2500 ETF (SMMD) stake by 4.2% in Q2 2026, selling an estimated $21.7K and leaving 5,749 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Bessemer Group first reported a position in SMMD in Q2 2023 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Bessemer Group held 5,749 shares of iShares Russell 2500 ETF worth $527K as of Q2 2026.
Bessemer Group sold 253 iShares Russell 2500 ETF shares in Q2 2026, an estimated $21.7K.
iShares Russell 2500 ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1154 holding.
Bessemer Group first reported a position in iShares Russell 2500 ETF in Q2 2023 and has held it in 6 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.