D.E. Shaw & Co’s iShares Russell 2500 ETF SMMD Stock Holding History

D.E. Shaw & Co’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	$1.09M	Hold	11,853	–	–	﹤0.01%	3695
2026 Q1	$905K	Hold	11,853	–	–	﹤0.01%	3505
2025 Q4	$888K	Hold	11,853	–	–	﹤0.01%	3616
2025 Q3	$873K	Hold	11,853	–	–	﹤0.01%	3542
2025 Q2	$803K	Hold	11,853	–	–	﹤0.01%	3378
2025 Q1	$742K	Hold	11,853	–	–	﹤0.01%	3272
2024 Q4	$806K	Sell	11,853 -7,286	-38%	-$509K	﹤0.01%	3335
2024 Q3	$1.3M	Buy	19,139 +1,036	+6%	+$67.6K	﹤0.01%	3075
2024 Q2	$1.13M	Buy	+18,103	New	+$1.14M	﹤0.01%	3106

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

D.E. Shaw & Co's SMMD Position: Q2 2026 in Review

D.E. Shaw & Co held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 11,853 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

D.E. Shaw & Co first reported a position in SMMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q3 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

D.E. Shaw & Co held 11,853 shares of iShares Russell 2500 ETF worth $1.09M as of Q2 2026.
D.E. Shaw & Co left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #3695 holding.
D.E. Shaw & Co first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 9 quarters since.
D.E. Shaw & Co's iShares Russell 2500 ETF position peaked at $1.3M in Q3 2024.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.