Commonwealth Equity Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Commonwealth Equity Services’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	$8.35M	Sell	91,159 -2,075	-2%	-$178K	0.01%	1059
2026 Q1	$7.12M	Sell	93,234 -12,450	-12%	-$982K	0.01%	1112
2025 Q4	$7.92M	Sell	105,684 -2,805	-3%	-$209K	0.01%	1024
2025 Q3	$8M	Sell	108,489 -18,388	-14%	-$1.31M	0.01%	1048
2025 Q2	$8.6M	Sell	126,877 -5,287	-4%	-$335K	0.01%	1008
2025 Q1	$8.27M	Sell	132,164 -12,297	-9%	-$829K	0.01%	971
2024 Q4	$9.82M	Buy	144,461 +14,650	+11%	+$1.02M	0.01%	844
2024 Q3	$8.79M	Sell	129,811 -1,410	-1%	-$92K	0.01%	897
2024 Q2	$8.21M	Sell	131,221 -42,052	-24%	-$2.65M	0.01%	898
2024 Q1	$11.4M	Sell	173,273 -1,912	-1%	-$118K	0.02%	727
2023 Q4	$10.8M	Buy	175,185 +12,146	+7%	+$673K	0.02%	701
2023 Q3	$8.89M	Sell	163,039 -35,913	-18%	-$2.07M	0.02%	738
2023 Q2	$11.4M	Buy	198,952 +745	+0.4%	+$40.7K	0.02%	622
2023 Q1	$10.9M	Buy	198,207 +24,867	+14%	+$1.4M	0.02%	629
2022 Q4	$9.21M	Sell	173,340 -7,364	-4%	-$395K	0.02%	657
2022 Q3	$8.99M	Sell	180,704 -45,781	-20%	-$2.53M	0.02%	621
2022 Q2	$11.7M	Buy	226,485 +27,254	+14%	+$1.54M	0.03%	511
2022 Q1	$12.4M	Buy	199,231 +23,950	+14%	+$1.47M	0.03%	534
2021 Q4	$11.6M	Buy	175,281 +25,844	+17%	+$1.72M	0.03%	551
2021 Q3	$9.59M	Buy	149,437 +110,277	+282%	+$7.19M	0.02%	588
2021 Q2	$2.59M	Buy	39,160 +22,476	+135%	+$1.46M	0.01%	1254
2021 Q1	$1.05M	Buy	16,684 +3,288	+25%	+$203K	﹤0.01%	1755
2020 Q4	$760K	Buy	13,396 +5,375	+67%	+$276K	﹤0.01%	1846
2020 Q3	$359K	Buy	+8,021	New	+$359K	﹤0.01%	2222

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

Commonwealth Equity Services's SMMD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Russell 2500 ETF (SMMD) stake by 2.2% in Q2 2026, selling an estimated $178K and leaving 91,159 shares worth $8.35M. The position accounts for 0.01% of the portfolio, ranked #1059.

Commonwealth Equity Services first reported a position in SMMD in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.4M in Q1 2022. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Commonwealth Equity Services held 91,159 shares of iShares Russell 2500 ETF worth $8.35M as of Q2 2026.
Commonwealth Equity Services sold 2,075 iShares Russell 2500 ETF shares in Q2 2026, an estimated $178K.
iShares Russell 2500 ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1059 holding.
Commonwealth Equity Services first reported a position in iShares Russell 2500 ETF in Q3 2020 and has held it in 24 quarters since.
Commonwealth Equity Services's iShares Russell 2500 ETF position peaked at $12.4M in Q1 2022.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.