Cambridge Investment Research Advisors
SMMD icon

Cambridge Investment Research Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Cambridge Investment Research Advisors’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 		$1.28M Sell
13,952
-187
-1% -$16.1K ﹤0.01% 2076
2026
Q1 		$1.08M Buy
14,139
+163
+1% +$12.9K ﹤0.01% 2112
2025
Q4 		$1.05M Buy
13,976
+2,005
+17% +$149K ﹤0.01% 2056
2025
Q3 		$883K Buy
11,971
+1,926
+19% +$137K ﹤0.01% 2144
2025
Q2 		$681K Sell
10,045
-1,882
-16% -$119K ﹤0.01% 2253
2025
Q1 		$746K Buy
11,927
+1,365
+13% +$92K ﹤0.01% 2096
2024
Q4 		$718K Sell
10,562
-19,383
-65% -$1.36M ﹤0.01% 2139
2024
Q3 		$2.03M Buy
29,945
+10,592
+55% +$691K 0.01% 1334
2024
Q2 		$1.21M Buy
19,353
+770
+4% +$48.4K ﹤0.01% 1630
2024
Q1 		$1.22M Buy
18,583
+81
+0.4% +$5.01K ﹤0.01% 1595
2023
Q4 		$1.14M Buy
18,502
+14,591
+373% +$809K ﹤0.01% 1560
2023
Q3 		$213K Buy
+3,911
New +$225K ﹤0.01% 2767
2022
Q3 		– Sell
-5,622
Closed -$290K – 3154
2022
Q2 		$290K Sell
5,622
-849
-13% -$48K ﹤0.01% 2413
2022
Q1 		$404K Sell
6,471
-799
-11% -$49.2K ﹤0.01% 2285
2021
Q4 		$483K Sell
7,270
-2
-0% -$133 ﹤0.01% 2130
2021
Q3 		$467K Buy
7,272
+290
+4% +$18.9K ﹤0.01% 2101
2021
Q2 		$462K Buy
6,982
+503
+8% +$32.7K ﹤0.01% 2119
2021
Q1 		$407K Buy
6,479
+1,563
+32% +$96.6K ﹤0.01% 2044
2020
Q4 		$279K Buy
4,916
+210
+4% +$10.8K ﹤0.01% 2202
2020
Q3 		$211K Sell
4,706
-1,413
-23% -$63.2K ﹤0.01% 2200
2020
Q2 		$260K Buy
6,119
+114
+2% +$4.46K ﹤0.01% 1997
2020
Q1 		$202K Sell
6,005
-3,345
-36% -$146K ﹤0.01% 1928
2019
Q4 		$450K Sell
9,350
-837
-8% -$38.6K ﹤0.01% 1651
2019
Q3 		$454K Buy
+10,187
New +$456K ﹤0.01% 1568

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
Bank of America
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
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

Cambridge Investment Research Advisors's SMMD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 1.3% in Q2 2026, selling an estimated $16.1K and leaving 13,952 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Cambridge Investment Research Advisors first reported a position in SMMD in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.03M in Q3 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Cambridge Investment Research Advisors held 13,952 shares of iShares Russell 2500 ETF worth $1.28M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 187 iShares Russell 2500 ETF shares in Q2 2026, an estimated $16.1K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2076 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Russell 2500 ETF in Q3 2019 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's iShares Russell 2500 ETF position peaked at $2.03M in Q3 2024.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.