Destiny Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Destiny Wealth Partners’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 Q1	$22.1K	Buy	+290	New	+$22.9K	﹤0.01%	642
2023 Q1	–	Sell	-2,307	Closed	-$123K	–	568
2022 Q4	$123K	Sell	2,307 -81,678	-97%	-$4.39M	0.03%	214
2022 Q3	$4.18M	Buy	83,985 +64	+0.1%	+$3.53K	0.94%	35
2022 Q2	$4.33M	Sell	83,921 -17	-0%	-$961	0.95%	36
2022 Q1	$5.24M	Buy	83,938 +14,099	+20%	+$867K	1.02%	33
2021 Q4	$4.64M	Buy	69,839 +989	+1%	+$65.8K	0.89%	43
2021 Q3	$4.42M	Sell	68,850 -7,387	-10%	-$481K	0.89%	44
2021 Q2	$5.05M	Sell	76,237 -7,229	-9%	-$470K	0.97%	43
2021 Q1	$5.25M	Sell	83,466 -7,794	-9%	-$482K	1.1%	32
2020 Q4	$5.18M	Buy	+91,260	New	+$4.69M	1.08%	35

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Destiny Wealth Partners's SMMD Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 290 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in SMMD as recently as Q4 2022.

Destiny Wealth Partners first reported a position in SMMD in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.25M in Q1 2021. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Destiny Wealth Partners held 290 shares of iShares Russell 2500 ETF worth $22.1K as of Q1 2026.
iShares Russell 2500 ETF was a new Destiny Wealth Partners position in Q1 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #642 holding.
Destiny Wealth Partners first reported a position in iShares Russell 2500 ETF in Q4 2020 and has held it in 10 quarters since.
Destiny Wealth Partners's iShares Russell 2500 ETF position peaked at $5.25M in Q1 2021.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.