Capital Analysts LLC’s iShares Russell 2500 ETF SMMD Stock Holding History

Capital Analysts LLC’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	$335K	Buy	3,655 +555	+18%	+$47.7K	0.01%	584
2026 Q1	$237K	Sell	3,100 -1,202	-28%	-$94.8K	0.01%	604
2025 Q4	$322K	Buy	4,302 +1,139	+36%	+$84.8K	0.01%	510
2025 Q3	$233K	Sell	3,163 -803	-20%	-$57.2K	0.01%	569
2025 Q2	$269K	Hold	3,966	–	–	0.01%	490
2025 Q1	$248K	Sell	3,966 -2,158	-35%	-$145K	0.01%	494
2024 Q4	$416K	Buy	6,124 +1,649	+37%	+$115K	0.02%	362
2024 Q3	$303K	Buy	4,475 +1,708	+62%	+$111K	0.01%	392
2024 Q2	$173K	Sell	2,767 -761	-22%	-$47.9K	0.01%	476
2024 Q1	$231K	Buy	3,528 +1,081	+44%	+$66.9K	0.01%	417
2023 Q4	$151K	Buy	+2,447	New	+$136K	0.01%	465

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

Capital Analysts LLC's SMMD Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Russell 2500 ETF (SMMD) stake by 18% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,655 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #584.

Capital Analysts LLC first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q4 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Capital Analysts LLC held 3,655 shares of iShares Russell 2500 ETF worth $335K as of Q2 2026.
Capital Analysts LLC bought 555 iShares Russell 2500 ETF shares in Q2 2026, an estimated $47.7K.
iShares Russell 2500 ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #584 holding.
Capital Analysts LLC first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
Capital Analysts LLC's iShares Russell 2500 ETF position peaked at $416K in Q4 2024.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.