Diversify Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Diversify Advisory Services’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	$891K	Buy	+9,939	New	+$854K	0.01%	675
2024 Q4	–	Sell	-5,806	Closed	-$395K	–	680
2024 Q3	$395K	Sell	5,806 -2,356	-29%	-$154K	0.02%	425
2024 Q2	$506K	Buy	8,162 +8	+0.1%	+$503	0.03%	380
2024 Q1	$529K	Buy	+8,154	New	+$505K	0.03%	410

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

Diversify Advisory Services's SMMD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 9,939 shares worth $891K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SMMD as recently as Q3 2024.

Diversify Advisory Services first reported a position in SMMD in Q1 2024 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Diversify Advisory Services held 9,939 shares of iShares Russell 2500 ETF worth $891K as of Q2 2026.
iShares Russell 2500 ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Russell 2500 ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #675 holding.
Diversify Advisory Services first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 4 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.