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Edgemoor Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Edgemoor Investment Advisors’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 		$293K Hold
3,200
– – 0.02% 154
2026
Q1 		$244K Hold
3,200
– – 0.02% 155
2025
Q4 		$240K Hold
3,200
– – 0.02% 161
2025
Q3 		$236K Buy
+3,200
New +$228K 0.02% 176

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edgemoor Investment Advisors's SMMD Position: Q2 2026 in Review

Edgemoor Investment Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 3,200 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #154.

Edgemoor Investment Advisors first reported a position in SMMD in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Edgemoor Investment Advisors held 3,200 shares of iShares Russell 2500 ETF worth $293K as of Q2 2026.
  • Edgemoor Investment Advisors left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
  • iShares Russell 2500 ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Russell 2500 ETF in Q3 2025 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 Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.