EP Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

EP Wealth 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 Q1	$510K	Sell	6,677 -332	-5%	-$26.2K	﹤0.01%	886
2025 Q4	$525K	Buy	+7,009	New	+$522K	﹤0.01%	861
2025 Q2	$431K	Sell	6,364 -320	-5%	-$20.3K	﹤0.01%	844
2025 Q1	$418K	Hold	6,684	–	–	﹤0.01%	769
2024 Q4	$455K	Sell	6,684 -39	-0.6%	-$2.73K	﹤0.01%	725
2024 Q3	$455K	Sell	6,723 -36	-0.5%	-$2.35K	﹤0.01%	717
2024 Q2	$423K	Buy	6,759 +130	+2%	+$8.18K	﹤0.01%	571
2024 Q1	$435K	Hold	6,629	–	–	0.01%	548
2023 Q4	$408K	Sell	6,629 -2,293	-26%	-$127K	0.01%	536
2023 Q3	$486K	Sell	8,922 -17,552	-66%	-$1.01M	0.01%	468
2023 Q2	$526K	Sell	26,474 -168,926	-86%	-$9.23M	0.01%	456
2023 Q1	$0	Buy	+195,400	New	+$11M	﹤0.01%	700

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

EP Wealth Advisors's SMMD Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 4.7% in Q1 2026, selling an estimated $26.2K and leaving 6,677 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

EP Wealth Advisors first reported a position in SMMD in Q1 2023 and has held it in 12 quarters since. The position peaked at $526K in Q2 2023. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

EP Wealth Advisors held 6,677 shares of iShares Russell 2500 ETF worth $510K as of Q1 2026.
EP Wealth Advisors sold 332 iShares Russell 2500 ETF shares in Q1 2026, an estimated $26.2K.
iShares Russell 2500 ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #886 holding.
EP Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q1 2023 and has held it in 12 quarters since.
EP Wealth Advisors's iShares Russell 2500 ETF position peaked at $526K in Q2 2023.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.