EverSource Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

EverSource 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
2025 Q2	–	Sell	-1,723	Closed	-$108K	–	4352
2025 Q1	$108K	Buy	1,723 +4	+0.2%	+$270	0.01%	882
2024 Q4	$117K	Buy	1,719 +5	+0.3%	+$350	0.01%	858
2024 Q3	$116K	Buy	1,714 +5	+0.3%	+$326	0.01%	743
2024 Q2	$115K	Sell	1,709 -1	-0.1%	-$63	0.01%	745
2024 Q1	$105K	Buy	+1,710	New	+$106K	0.01%	683

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

WANY

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

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

EverSource Wealth Advisors's SMMD Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 1,723 shares — an estimated $108K sold.

EverSource Wealth Advisors first reported a position in SMMD in Q1 2024 and held it in 5 quarters. The position peaked at $117K in Q4 2024. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

EverSource Wealth Advisors reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 1,723 iShares Russell 2500 ETF shares in Q2 2025, an estimated $108K.
EverSource Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q1 2024 and held it in 5 quarters.
EverSource Wealth Advisors's iShares Russell 2500 ETF position peaked at $117K in Q4 2024.
198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.