Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Russell 2500 ETF SMMD Stock Holding History

Cetera Investment Advisers’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 		$1.61M Buy
17,518
+300
+2% +$25.8K ﹤0.01% 2584
2026
Q1 		$1.31M Buy
17,218
+685
+4% +$54K ﹤0.01% 2662
2025
Q4 		$1.24M Sell
16,533
-4,302
-21% -$320K ﹤0.01% 2640
2025
Q3 		$1.54M Buy
20,835
+12,008
+136% +$856K ﹤0.01% 2399
2025
Q2 		$598K Sell
8,827
-11,293
-56% -$716K ﹤0.01% 2818
2025
Q1 		$1.26M Buy
20,120
+2,965
+17% +$200K ﹤0.01% 2084
2024
Q4 		$1.17M Sell
17,155
-585
-3% -$40.9K ﹤0.01% 2062
2024
Q3 		$1.2M Sell
17,740
-578
-3% -$37.7K ﹤0.01% 1993
2024
Q2 		$1.15M Buy
18,318
+1,106
+6% +$69.6K ﹤0.01% 1977
2024
Q1 		$1.13M Buy
17,212
+9,044
+111% +$560K ﹤0.01% 1978
2023
Q4 		$503K Buy
8,168
+3,059
+60% +$170K ﹤0.01% 1488
2023
Q3 		$279K Buy
5,109
+98
+2% +$5.64K ﹤0.01% 1783
2023
Q2 		$288K Buy
5,011
+239
+5% +$13.1K ﹤0.01% 1780
2023
Q1 		$262K Buy
+4,772
New +$268K ﹤0.01% 1785

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

Cetera Investment Advisers's SMMD Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Russell 2500 ETF (SMMD) stake by 1.7% in Q2 2026, buying an estimated $25.8K and bringing the position to 17,518 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Cetera Investment Advisers first reported a position in SMMD in Q1 2023 and has held it in 14 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Cetera Investment Advisers held 17,518 shares of iShares Russell 2500 ETF worth $1.61M as of Q2 2026.
  • Cetera Investment Advisers bought 300 iShares Russell 2500 ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2584 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell 2500 ETF in Q1 2023 and has held it in 14 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.