Diversify Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Diversify Wealth Management’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	$514K	Sell	6,193 -8,687	-58%	-$685K	0.01%	807
2025 Q4	$1.18M	Buy	14,880 +11,447	+333%	+$852K	0.06%	290
2025 Q3	$254K	Buy	3,433 +5	+0.1%	+$356	0.01%	482
2025 Q2	$242K	Buy	3,428 +4	+0.1%	+$253	0.01%	488
2025 Q1	$211K	Sell	3,424 -1,146	-25%	-$77.2K	0.02%	488
2024 Q4	$307K	Buy	+4,570	New	+$320K	0.02%	428

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

Diversify Wealth Management's SMMD Position: Q1 2026 in Review

Diversify Wealth Management reduced its iShares Russell 2500 ETF (SMMD) stake by 58% in Q1 2026, selling an estimated $685K and leaving 6,193 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #807.

Diversify Wealth Management first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Diversify Wealth Management held 6,193 shares of iShares Russell 2500 ETF worth $514K as of Q1 2026.
Diversify Wealth Management sold 8,687 iShares Russell 2500 ETF shares in Q1 2026, an estimated $685K.
iShares Russell 2500 ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #807 holding.
Diversify Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
Diversify Wealth Management's iShares Russell 2500 ETF position peaked at $1.18M in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.