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

Clearstead 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 Q3	$1.62K	Buy	+19	New	+$1.71K	﹤0.01%	2529

Other funds holding SMMD

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Clearstead Advisors's SMMD Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares Russell 2500 ETF (SMMD) in Q3 2026: 19 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #2529 among its holdings.

167 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Clearstead Advisors held 19 shares of iShares Russell 2500 ETF worth $1.62K as of Q3 2026.
iShares Russell 2500 ETF was a new Clearstead Advisors position in Q3 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2529 holding.
167 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.