Congress Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Congress Asset Management’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	$12.3M	Sell	133,716 -105,359	-44%	-$9.05M	0.08%	200
2026 Q1	$18.3M	Sell	239,075 -1,094	-0.5%	-$86.3K	0.13%	155
2025 Q4	$18M	Buy	240,169 +126,878	+112%	+$9.45M	0.13%	152
2025 Q3	$8.35M	Buy	113,291 +55,604	+96%	+$3.96M	0.06%	198
2025 Q2	$3.91M	Sell	57,687 -119,384	-67%	-$7.57M	0.03%	242
2025 Q1	$11.1M	Buy	177,071 +80,686	+84%	+$5.44M	0.08%	183
2024 Q4	$6.55M	Buy	96,385 +61,022	+173%	+$4.27M	0.04%	218
2024 Q3	$2.4M	Sell	35,363 -14,907	-30%	-$973K	0.02%	265
2024 Q2	$3.15M	Buy	50,270 +14,120	+39%	+$888K	0.02%	256
2024 Q1	$2.37M	Sell	36,150 -48,757	-57%	-$3.02M	0.02%	270
2023 Q4	$5.23M	Buy	84,907 +56,290	+197%	+$3.12M	0.04%	233
2023 Q3	$1.56M	Buy	+28,617	New	+$1.65M	0.01%	290

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

Congress Asset Management's SMMD Position: Q2 2026 in Review

Congress Asset Management reduced its iShares Russell 2500 ETF (SMMD) stake by 44% in Q2 2026, selling an estimated $9.05M and leaving 133,716 shares worth $12.3M. The position accounts for 0.08% of the portfolio, ranked #200.

Congress Asset Management first reported a position in SMMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.3M in Q1 2026. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Congress Asset Management held 133,716 shares of iShares Russell 2500 ETF worth $12.3M as of Q2 2026.
Congress Asset Management sold 105,359 iShares Russell 2500 ETF shares in Q2 2026, an estimated $9.05M.
iShares Russell 2500 ETF made up 0.08% of Congress Asset Management's portfolio in Q2 2026, its #200 holding.
Congress Asset Management first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 12 quarters since.
Congress Asset Management's iShares Russell 2500 ETF position peaked at $18.3M in Q1 2026.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.