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

Congress Wealth 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
2025 Q2	–	Sell	-17,641	Closed	-$1.1M	–	1211
2025 Q1	$1.1M	Sell	17,641 -6,758	-28%	-$455K	0.01%	612
2024 Q4	$1.66M	Buy	+24,399	New	+$1.71M	0.02%	436
2024 Q1	–	Sell	-47,018	Closed	-$2.89M	–	630
2023 Q4	$2.89M	Buy	47,018 +42,749	+1,001%	+$2.37M	0.05%	278
2023 Q3	$233K	Buy	4,269 +444	+12%	+$25.6K	﹤0.01%	560
2023 Q2	$220K	Sell	3,825 -6,811	-64%	-$372K	0.01%	525
2023 Q1	$583K	Sell	10,636 -9,883	-48%	-$555K	0.01%	400
2022 Q4	$1.09M	Sell	20,519 -34,027	-62%	-$1.83M	0.03%	324
2022 Q3	$2.71M	Sell	54,546 -38	-0.1%	-$2.1K	0.07%	243
2022 Q2	$2.82M	Buy	54,584 +16,390	+43%	+$927K	0.07%	246
2022 Q1	$2.38M	Buy	38,194 +13,320	+54%	+$820K	0.05%	282
2021 Q4	$1.65M	Buy	+24,874	New	+$1.66M	0.03%	322

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Congress Wealth Management's SMMD Position: Q2 2025 in Review

Congress Wealth Management sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 17,641 shares — an estimated $1.1M sold.

Congress Wealth Management first reported a position in SMMD in Q4 2021 and held it in 11 quarters. The position peaked at $2.89M in Q4 2023. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

Congress Wealth Management reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
Congress Wealth Management sold 17,641 iShares Russell 2500 ETF shares in Q2 2025, an estimated $1.1M.
Congress Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 11 quarters.
Congress Wealth Management's iShares Russell 2500 ETF position peaked at $2.89M in Q4 2023.
198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.