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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
Q2 		$588K Sell
6,419
-258
-4% -$22.2K ﹤0.01% 958
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

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

EP Wealth Advisors's SMMD Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 3.9% in Q2 2026, selling an estimated $22.2K and leaving 6,419 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

EP Wealth Advisors first reported a position in SMMD in Q1 2023 and has held it in 13 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • EP Wealth Advisors held 6,419 shares of iShares Russell 2500 ETF worth $588K as of Q2 2026.
  • EP Wealth Advisors sold 258 iShares Russell 2500 ETF shares in Q2 2026, an estimated $22.2K.
  • iShares Russell 2500 ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #958 holding.
  • EP Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q1 2023 and has held it in 13 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.