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

Fifth Third 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
2026
Q2 		$3.18M Buy
34,659
+20,414
+143% +$1.75M 0.09% 160
2026
Q1 		$1.09M Sell
14,245
-268
-2% -$21.1K 0.04% 257
2025
Q4 		$1.09M Buy
14,513
+51
+0.4% +$3.8K 0.04% 247
2025
Q3 		$1.07M Buy
14,462
+1,964
+16% +$140K 0.04% 235
2025
Q2 		$847K Sell
12,498
-2,397
-16% -$152K 0.04% 263
2025
Q1 		$932K Buy
14,895
+3,304
+29% +$223K 0.05% 230
2024
Q4 		$788K Buy
11,591
+4,634
+67% +$324K 0.04% 240
2024
Q3 		$471K Buy
+6,957
New +$454K 0.03% 321

Other funds holding SMMD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fifth Third Wealth Advisors's SMMD Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 143% in Q2 2026, buying an estimated $1.75M and bringing the position to 34,659 shares worth $3.18M. The position accounts for 0.09% of the portfolio, ranked #160.

Fifth Third Wealth Advisors first reported a position in SMMD in Q3 2024 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Fifth Third Wealth Advisors held 34,659 shares of iShares Russell 2500 ETF worth $3.18M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 20,414 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.75M.
  • iShares Russell 2500 ETF made up 0.09% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.