FG
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Fairman Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Fairman Group’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 		$839K Buy
9,153
+1,895
+26% +$163K 0.66% 26
2026
Q1 		$554K Buy
7,258
+3,297
+83% +$260K 0.47% 28
2025
Q4 		$297K Buy
3,961
+1,697
+75% +$126K 0.24% 43
2025
Q3 		$167K Buy
2,264
+627
+38% +$44.7K 0.13% 59
2025
Q2 		$111K Buy
1,637
+1,414
+634% +$89.6K 0.09% 70
2025
Q1 		$0 Buy
+223
New +$15K ﹤0.01% 328

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fairman Group's SMMD Position: Q2 2026 in Review

Fairman Group increased its iShares Russell 2500 ETF (SMMD) stake by 26% in Q2 2026, buying an estimated $163K and bringing the position to 9,153 shares worth $839K. The position accounts for 0.66% of the portfolio, ranked #26.

Fairman Group first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Fairman Group held 9,153 shares of iShares Russell 2500 ETF worth $839K as of Q2 2026.
  • Fairman Group bought 1,895 iShares Russell 2500 ETF shares in Q2 2026, an estimated $163K.
  • iShares Russell 2500 ETF made up 0.66% of Fairman Group's portfolio in Q2 2026, its #26 holding.
  • Fairman Group first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.