Fidelity Investments
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Fidelity Investments’s iShares Russell 2500 ETF SMMD Stock Holding History

Fidelity Investments’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 		$99.2M Buy
1,082,560
+142,171
+15% +$12.2M ﹤0.01% 1231
2026
Q1 		$71.8M Buy
940,389
+63,264
+7% +$4.99M ﹤0.01% 1295
2025
Q4 		$65.7M Buy
877,125
+151,115
+21% +$11.3M ﹤0.01% 1328
2025
Q3 		$53.5M Buy
726,010
+116,362
+19% +$8.29M ﹤0.01% 1411
2025
Q2 		$41.3M Sell
609,648
-143,315
-19% -$9.08M ﹤0.01% 1462
2025
Q1 		$47.1M Sell
752,963
-119,375
-14% -$8.04M ﹤0.01% 1381
2024
Q4 		$59.3M Buy
872,338
+155,222
+22% +$10.9M ﹤0.01% 1319
2024
Q3 		$48.6M Buy
717,116
+210,399
+42% +$13.7M ﹤0.01% 1387
2024
Q2 		$31.7M Buy
506,717
+187,999
+59% +$11.8M ﹤0.01% 1491
2024
Q1 		$20.9M Buy
318,718
+142,711
+81% +$8.83M ﹤0.01% 1637
2023
Q4 		$10.8M Buy
176,007
+168,145
+2,139% +$9.32M ﹤0.01% 1830
2023
Q3 		$429K Buy
7,862
+6,118
+351% +$352K ﹤0.01% 2662
2023
Q2 		$100K Buy
1,744
+833
+91% +$45.5K ﹤0.01% 3162
2023
Q1 		$49.9K Sell
911
-375
-29% -$21.1K ﹤0.01% 3450
2022
Q4 		$68.3K Buy
1,286
+674
+110% +$36.2K ﹤0.01% 3340
2022
Q3 		$30K Sell
612
-7
-1% -$386 ﹤0.01% 3687
2022
Q2 		$32K Sell
619
-2,271
-79% -$128K ﹤0.01% 3729
2022
Q1 		$180K Buy
2,890
+2,273
+368% +$140K ﹤0.01% 3279
2021
Q4 		$41K Sell
617
-11
-2% -$732 ﹤0.01% 3284
2021
Q3 		$40K Sell
628
-1
-0.2% -$65 ﹤0.01% 3268
2021
Q2 		$42K Buy
629
+565
+883% +$36.7K ﹤0.01% 3203
2021
Q1 		$4K Sell
64
-45
-41% -$2.78K ﹤0.01% 3610
2020
Q4 		$6K Buy
109
+62
+132% +$3.18K ﹤0.01% 3416
2020
Q3 		$2K Buy
+47
New +$2.1K ﹤0.01% 3490

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

Fidelity Investments's SMMD Position: Q2 2026 in Review

Fidelity Investments increased its iShares Russell 2500 ETF (SMMD) stake by 15% in Q2 2026, buying an estimated $12.2M and bringing the position to 1,082,560 shares worth $99.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Fidelity Investments first reported a position in SMMD in Q3 2020 and has held it in 24 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Fidelity Investments held 1,082,560 shares of iShares Russell 2500 ETF worth $99.2M as of Q2 2026.
  • Fidelity Investments bought 142,171 iShares Russell 2500 ETF shares in Q2 2026, an estimated $12.2M.
  • iShares Russell 2500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1231 holding.
  • Fidelity Investments first reported a position in iShares Russell 2500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.