FWIA
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Fort Washington Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Fort Washington Investment 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
Q1 		$115M Hold
1,504,650
– – 0.64% 36
2025
Q4 		$113M Hold
1,504,650
– – 0.6% 38
2025
Q3 		$111M Hold
1,504,650
– – 0.6% 38
2025
Q2 		$102M Hold
1,504,650
– – 0.59% 41
2025
Q1 		$94.1M Buy
1,504,650
+140,670
+10% +$9.48M 0.58% 43
2024
Q4 		$92.8M Buy
1,363,980
+427,780
+46% +$29.9M 0.55% 45
2024
Q3 		$63.4M Buy
936,200
+450,200
+93% +$29.4M 0.39% 61
2024
Q2 		$30.4M Buy
+486,000
New +$30.6M 0.2% 108

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return