Financial Management Network’s iShares Russell 2500 ETF SMMD Stock Holding History

Financial Management Network’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	$419K	Sell	4,678 -50	-1%	-$4.29K	0.06%	149
2026 Q1	$381K	Sell	4,728 -550	-10%	-$43.4K	0.06%	144
2025 Q4	$401K	Buy	5,278 +2	+0%	+$149	0.06%	130
2025 Q3	$395K	Sell	5,276 -87	-2%	-$6.2K	0.07%	132
2025 Q2	$373K	Sell	5,363 -116	-2%	-$7.35K	0.07%	130
2025 Q1	$307K	Buy	5,479 +559	+11%	+$37.7K	0.07%	129
2024 Q4	$339K	Buy	4,920 +617	+14%	+$43.1K	0.07%	126
2024 Q3	$291K	Buy	+4,303	New	+$281K	0.06%	143

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Management Network's SMMD Position: Q2 2026 in Review

Financial Management Network reduced its iShares Russell 2500 ETF (SMMD) stake by 1.1% in Q2 2026, selling an estimated $4.29K and leaving 4,678 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #149.

Financial Management Network first reported a position in SMMD in Q3 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Financial Management Network held 4,678 shares of iShares Russell 2500 ETF worth $419K as of Q2 2026.
Financial Management Network sold 50 iShares Russell 2500 ETF shares in Q2 2026, an estimated $4.29K.
iShares Russell 2500 ETF made up 0.06% of Financial Management Network's portfolio in Q2 2026, its #149 holding.
Financial Management Network first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.