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 Q2	–	Sell	-290	Closed	-$22.1K	–	946
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 $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

Destiny Wealth Partners's SMMD Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q2 2026, closing a stake of 290 shares — an estimated $22.1K sold.

Destiny Wealth Partners first reported a position in SMMD in Q4 2020 and held it in 10 quarters. The position peaked at $5.25M in Q1 2021. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 290 iShares Russell 2500 ETF shares in Q2 2026, an estimated $22.1K.
Destiny Wealth Partners first reported a position in iShares Russell 2500 ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's iShares Russell 2500 ETF position peaked at $5.25M in Q1 2021.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.