Essex Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Essex Financial Services’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	$237K	Buy	+2,584	New	+$222K	0.01%	728
2025 Q4	–	Sell	-2,719	Closed	-$200K	–	807
2025 Q3	$200K	Buy	+2,719	New	+$194K	0.01%	724
2025 Q1	–	Sell	-3,944	Closed	-$268K	–	657
2024 Q4	$268K	Hold	3,944	–	–	0.02%	517
2024 Q3	$268K	Sell	3,944 -80	-2%	-$5.22K	0.02%	516
2024 Q2	$255K	Buy	4,024 +788	+24%	+$49.6K	0.02%	525
2024 Q1	$212K	Buy	+3,236	New	+$200K	0.02%	498
2023 Q1	–	Sell	-4,581	Closed	-$243K	–	505
2022 Q4	$243K	Buy	4,581 +110	+2%	+$5.91K	0.03%	420
2022 Q3	$222K	Buy	+4,471	New	+$247K	0.03%	412
2022 Q2	–	Sell	-3,231	Closed	-$202K	–	521
2022 Q1	$202K	Buy	+3,231	New	+$199K	0.02%	485

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Essex Financial Services's SMMD Position: Q2 2026 in Review

Essex Financial Services opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,584 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in SMMD as recently as Q3 2025.

Essex Financial Services first reported a position in SMMD in Q1 2022 and has held it in 9 quarters since. The position peaked at $268K in Q4 2024. 199 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Essex Financial Services held 2,584 shares of iShares Russell 2500 ETF worth $237K as of Q2 2026.
iShares Russell 2500 ETF was a new Essex Financial Services position in Q2 2026.
iShares Russell 2500 ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #728 holding.
Essex Financial Services first reported a position in iShares Russell 2500 ETF in Q1 2022 and has held it in 9 quarters since.
Essex Financial Services's iShares Russell 2500 ETF position peaked at $268K in Q4 2024.
199 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.