Cerity Partners
SMMD icon

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

Cerity 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 		$11.3M Buy
122,893
+90,959
+285% +$7.81M 0.01% 709
2026
Q1 		$2.44M Buy
31,934
+23,666
+286% +$1.87M ﹤0.01% 1377
2025
Q4 		$620K Buy
8,268
+110
+1% +$8.19K ﹤0.01% 1971
2025
Q3 		$601K Buy
8,158
+449
+6% +$32K ﹤0.01% 1865
2025
Q2 		$523K Sell
7,709
-60
-0.8% -$3.8K ﹤0.01% 1830
2025
Q1 		$486K Sell
7,769
-213
-3% -$14.4K ﹤0.01% 1773
2024
Q4 		$543K Buy
7,982
+116
+1% +$8.11K ﹤0.01% 1717
2024
Q3 		$533K Sell
7,866
-1,870
-19% -$122K ﹤0.01% 1746
2024
Q2 		$609K Sell
9,736
-509
-5% -$32K ﹤0.01% 1454
2024
Q1 		$672K Buy
10,245
+6,491
+173% +$402K ﹤0.01% 1457
2023
Q4 		$231K Buy
+3,754
New +$208K ﹤0.01% 1654
2020
Q1 		– Sell
-12,950
Closed -$623K – 509
2019
Q4 		$623K Hold
12,950
– – 0.03% 302
2019
Q3 		$577K Hold
12,950
– – 0.03% 299
2019
Q2 		$586K Hold
12,950
– – 0.04% 298
2019
Q1 		$571K Hold
12,950
– – 0.04% 308
2018
Q4 		$495K Buy
+12,950
New +$551K 0.03% 318

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

Cerity Partners's SMMD Position: Q2 2026 in Review

Cerity Partners increased its iShares Russell 2500 ETF (SMMD) stake by 285% in Q2 2026, buying an estimated $7.81M and bringing the position to 122,893 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #709.

Cerity Partners first reported a position in SMMD in Q4 2018 and has held it in 16 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Cerity Partners held 122,893 shares of iShares Russell 2500 ETF worth $11.3M as of Q2 2026.
  • Cerity Partners bought 90,959 iShares Russell 2500 ETF shares in Q2 2026, an estimated $7.81M.
  • iShares Russell 2500 ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #709 holding.
  • Cerity Partners first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 16 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.