EF
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Empowered Funds’s iShares Russell 2500 ETF SMMD Stock Holding History

Empowered Funds’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
2025
Q4 		– Sell
-6,438
Closed -$475K – 1770
2025
Q3 		$475K Buy
6,438
+742
+13% +$52.9K ﹤0.01% 1423
2025
Q2 		$386K Buy
+5,696
New +$361K ﹤0.01% 1411

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Empowered Funds's SMMD Position: Q4 2025 in Review

Empowered Funds sold out of iShares Russell 2500 ETF (SMMD) in Q4 2025, closing a stake of 6,438 shares — an estimated $475K sold.

Empowered Funds first reported a position in SMMD in Q2 2025 and held it in 2 quarters. The position peaked at $475K in Q3 2025. 221 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • Empowered Funds reported no remaining iShares Russell 2500 ETF position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 6,438 iShares Russell 2500 ETF shares in Q4 2025, an estimated $475K.
  • Empowered Funds first reported a position in iShares Russell 2500 ETF in Q2 2025 and held it in 2 quarters.
  • Empowered Funds's iShares Russell 2500 ETF position peaked at $475K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.