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Diversified Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

Diversified Trust’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 		$548K Buy
5,982
+214
+4% +$18.4K 0.01% 722
2026
Q1 		$440K Buy
5,768
+1,699
+42% +$134K 0.01% 731
2025
Q4 		$305K Hold
4,069
– – 0.01% 824
2025
Q3 		$300K Buy
+4,069
New +$290K 0.01% 803

Other funds holding SMMD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Diversified Trust's SMMD Position: Q2 2026 in Review

Diversified Trust increased its iShares Russell 2500 ETF (SMMD) stake by 3.7% in Q2 2026, buying an estimated $18.4K and bringing the position to 5,982 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #722.

Diversified Trust first reported a position in SMMD in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Diversified Trust held 5,982 shares of iShares Russell 2500 ETF worth $548K as of Q2 2026.
  • Diversified Trust bought 214 iShares Russell 2500 ETF shares in Q2 2026, an estimated $18.4K.
  • iShares Russell 2500 ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #722 holding.
  • Diversified Trust first reported a position in iShares Russell 2500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.