Evernest Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Evernest Financial 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	$2.98M	Hold	32,492	–	–	0.62%	32
2026 Q1	$2.74M	Buy	32,492 +3,321	+11%	+$262K	0.57%	32
2025 Q4	$2.38M	Buy	29,171 +11,053	+61%	+$823K	0.5%	35
2025 Q3	$1.34M	Buy	18,118 +9,520	+111%	+$678K	0.37%	50
2025 Q2	$583K	Buy	+8,598	New	+$545K	0.19%	100

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

Evernest Financial Advisors's SMMD Position: Q2 2026 in Review

Evernest Financial Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 32,492 shares worth $2.98M. The position accounts for 0.62% of the portfolio, ranked #32.

Evernest Financial Advisors first reported a position in SMMD in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Evernest Financial Advisors held 32,492 shares of iShares Russell 2500 ETF worth $2.98M as of Q2 2026.
Evernest Financial Advisors left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up 0.62% of Evernest Financial Advisors's portfolio in Q2 2026, its #32 holding.
Evernest Financial Advisors first reported a position in iShares Russell 2500 ETF in Q2 2025 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.