Congress Wealth Management
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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

Glenmede Investment Management
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Focus Partners Wealth
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.