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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
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

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
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
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

Evernest Financial Advisors's SMMD Position: Q1 2026 in Review

Evernest Financial Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 11% in Q1 2026, buying an estimated $262K and bringing the position to 32,492 shares worth $2.74M. The position accounts for 0.57% of the portfolio, ranked #32.

Evernest Financial Advisors first reported a position in SMMD in Q2 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Evernest Financial Advisors held 32,492 shares of iShares Russell 2500 ETF worth $2.74M as of Q1 2026.
  • Evernest Financial Advisors bought 3,321 iShares Russell 2500 ETF shares in Q1 2026, an estimated $262K.
  • iShares Russell 2500 ETF made up 0.57% of Evernest Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Evernest Financial Advisors first reported a position in iShares Russell 2500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.