CX Institutional’s iShares Russell 2500 ETF SMMD Stock Holding History

CX Institutional’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	$6.34M	Sell	69,157 -549	-0.8%	-$47.1K	0.18%	136
2026 Q1	$5.32M	Buy	69,706 +2,706	+4%	+$213K	0.16%	155
2025 Q4	$5.02M	Buy	67,000 +3,494	+6%	+$260K	0.15%	146
2025 Q3	$4.68M	Buy	63,506 +1,376	+2%	+$98K	0.14%	150
2025 Q2	$4.21M	Buy	62,130 +12,922	+26%	+$819K	0.15%	149
2025 Q1	$3.08M	Buy	49,208 +15,754	+47%	+$1.06M	0.12%	149
2024 Q4	$2.27M	Buy	33,454 +4,474	+15%	+$313K	0.09%	168
2024 Q3	$1.96M	Buy	28,980 +4,902	+20%	+$320K	0.09%	196
2024 Q2	$1.51M	Buy	24,078 +630	+3%	+$39.6K	0.07%	220
2024 Q1	$1.54M	Buy	23,448 +2,445	+12%	+$151K	0.07%	218
2023 Q4	$1.29M	Buy	+21,003	New	+$1.16M	0.07%	230

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

CX Institutional's SMMD Position: Q2 2026 in Review

CX Institutional reduced its iShares Russell 2500 ETF (SMMD) stake by 0.79% in Q2 2026, selling an estimated $47.1K and leaving 69,157 shares worth $6.34M. The position accounts for 0.18% of the portfolio, ranked #136.

CX Institutional first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

CX Institutional held 69,157 shares of iShares Russell 2500 ETF worth $6.34M as of Q2 2026.
CX Institutional sold 549 iShares Russell 2500 ETF shares in Q2 2026, an estimated $47.1K.
iShares Russell 2500 ETF made up 0.18% of CX Institutional's portfolio in Q2 2026, its #136 holding.
CX Institutional first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.