Envestnet Asset Management
SMMD icon

Envestnet Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Envestnet Asset 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
Q2 		$24.3M Sell
264,669
-11,674
-4% -$1M 0.01% 1307
2026
Q1 		$21M Buy
276,343
+68,621
+33% +$5.41M 0.01% 1322
2025
Q4 		$15.6M Sell
207,722
-58,656
-22% -$4.37M ﹤0.01% 1385
2025
Q3 		$19.6M Buy
266,378
+9,862
+4% +$703K 0.01% 1289
2025
Q2 		$17.4M Buy
256,516
+4,723
+2% +$299K 0.01% 1342
2025
Q1 		$15.7M Sell
251,793
-513,616
-67% -$34.6M 0.01% 1358
2024
Q4 		$52M Buy
765,409
+223,880
+41% +$15.7M 0.02% 702
2024
Q3 		$36.7M Buy
541,529
+21,044
+4% +$1.37M 0.01% 856
2024
Q2 		$32.6M Sell
520,485
-39,132
-7% -$2.46M 0.01% 867
2024
Q1 		$36.7M Buy
559,617
+303,515
+119% +$18.8M 0.01% 794
2023
Q4 		$15.8M Sell
256,102
-19,764
-7% -$1.1M 0.01% 1169
2023
Q3 		$15M Sell
275,866
-19,317
-7% -$1.11M 0.01% 1131
2023
Q2 		$17M Sell
295,183
-74,555
-20% -$4.07M 0.01% 1009
2023
Q1 		$20.3M Sell
369,738
-122,623
-25% -$6.88M 0.01% 880
2022
Q4 		$26.2M Sell
492,361
-147,853
-23% -$7.94M 0.01% 719
2022
Q3 		$31.9M Buy
640,214
+200,850
+46% +$11.1M 0.02% 577
2022
Q2 		$22.7M Sell
439,364
-30,311
-6% -$1.71M 0.01% 730
2022
Q1 		$29.3M Buy
469,675
+86,243
+22% +$5.31M 0.01% 678
2021
Q4 		$25.5M Buy
383,432
+55,848
+17% +$3.72M 0.01% 740
2021
Q3 		$21M Buy
327,584
+82,941
+34% +$5.4M 0.01% 781
2021
Q2 		$16.2M Buy
244,643
+45,149
+23% +$2.94M 0.01% 875
2021
Q1 		$12.5M Buy
+199,494
New +$12.3M 0.01% 924

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

Envestnet Asset Management's SMMD Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Russell 2500 ETF (SMMD) stake by 4.2% in Q2 2026, selling an estimated $1M and leaving 264,669 shares worth $24.3M. The position accounts for 0.01% of the portfolio, ranked #1307.

Envestnet Asset Management first reported a position in SMMD in Q1 2021 and has held it in 22 quarters since. The position peaked at $52M in Q4 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Envestnet Asset Management held 264,669 shares of iShares Russell 2500 ETF worth $24.3M as of Q2 2026.
  • Envestnet Asset Management sold 11,674 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1M.
  • iShares Russell 2500 ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1307 holding.
  • Envestnet Asset Management first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Envestnet Asset Management's iShares Russell 2500 ETF position peaked at $52M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.