Equitable Holdings’s iShares Russell 2500 ETF SMMD Stock Holding History

Equitable Holdings’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	$352K	Hold	3,837	–	–	﹤0.01%	1477
2026 Q1	$288K	Buy	3,837 +62	+2%	+$4.89K	﹤0.01%	1476
2025 Q4	$283K	Buy	3,775 +21	+0.6%	+$1.56K	﹤0.01%	1358
2025 Q3	$277K	Buy	3,754 +183	+5%	+$13K	﹤0.01%	1302
2025 Q2	$242K	Buy	3,571 +24	+0.7%	+$1.52K	﹤0.01%	1289
2025 Q1	$222K	Buy	3,547 +118	+3%	+$7.95K	﹤0.01%	1203
2024 Q4	$233K	Buy	3,429 +32	+0.9%	+$2.24K	﹤0.01%	1145
2024 Q3	$230K	Buy	+3,397	New	+$222K	﹤0.01%	1137

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings's SMMD Position: Q2 2026 in Review

Equitable Holdings held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 3,837 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Equitable Holdings first reported a position in SMMD in Q3 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Equitable Holdings held 3,837 shares of iShares Russell 2500 ETF worth $352K as of Q2 2026.
Equitable Holdings left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1477 holding.
Equitable Holdings first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.