First Command Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

First Command Advisory Services’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 Q3	–	Sell	-648	Closed	-$43.9K	–	642
2025 Q2	$43.9K	Buy	+648	New	+$41.1K	﹤0.01%	300

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

First Command Advisory Services's SMMD Position: Q3 2025 in Review

First Command Advisory Services sold out of iShares Russell 2500 ETF (SMMD) in Q3 2025, closing a stake of 648 shares — an estimated $43.9K sold.

First Command Advisory Services first reported a position in SMMD in Q2 2025 and held it in 1 quarter. The position peaked at $43.9K in Q2 2025. 192 funds tracked by Wall St. Rank hold SMMD as of Q3 2025.

First Command Advisory Services reported no remaining iShares Russell 2500 ETF position as of Q3 2025 after selling out during the quarter.
First Command Advisory Services sold 648 iShares Russell 2500 ETF shares in Q3 2025, an estimated $43.9K.
First Command Advisory Services first reported a position in iShares Russell 2500 ETF in Q2 2025 and held it in 1 quarter.
First Command Advisory Services's iShares Russell 2500 ETF position peaked at $43.9K in Q2 2025.
192 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2025.

Based on First Command Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.