Centerpoint Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Centerpoint 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	$2.75M	Sell	30,015 -622	-2%	-$53.4K	0.78%	19
2026 Q1	$2.34M	Hold	30,637	–	–	0.76%	21
2025 Q4	$2.3M	Hold	30,637	–	–	0.71%	21
2025 Q3	$2.26M	Hold	30,637	–	–	0.7%	21
2025 Q2	$2.08M	Buy	+30,637	New	+$1.94M	0.7%	22

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

Centerpoint Advisors's SMMD Position: Q2 2026 in Review

Centerpoint Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 2% in Q2 2026, selling an estimated $53.4K and leaving 30,015 shares worth $2.75M. The position accounts for 0.78% of the portfolio, ranked #19.

Centerpoint Advisors 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.

Centerpoint Advisors held 30,015 shares of iShares Russell 2500 ETF worth $2.75M as of Q2 2026.
Centerpoint Advisors sold 622 iShares Russell 2500 ETF shares in Q2 2026, an estimated $53.4K.
iShares Russell 2500 ETF made up 0.78% of Centerpoint Advisors's portfolio in Q2 2026, its #19 holding.
Centerpoint Advisors 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 Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.