Fort Washington Investment Advisors
SMMD icon

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
Q3 		– Sell
-1,504,650
Closed -$138M – 447
2026
Q2 		$138M Hold
1,504,650
– – 0.69% 31
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

DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
UCIG
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Fort Washington Investment Advisors's SMMD Position: Q3 2026 in Review

Fort Washington Investment Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q3 2026, closing a stake of 1,504,650 shares — an estimated $138M sold.

Fort Washington Investment Advisors first reported a position in SMMD in Q2 2024 and held it in 9 quarters. The position peaked at $138M in Q2 2026. 24 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Fort Washington Investment Advisors reported no remaining iShares Russell 2500 ETF position as of Q3 2026 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 1,504,650 iShares Russell 2500 ETF shares in Q3 2026, an estimated $138M.
  • Fort Washington Investment Advisors first reported a position in iShares Russell 2500 ETF in Q2 2024 and held it in 9 quarters.
  • Fort Washington Investment Advisors's iShares Russell 2500 ETF position peaked at $138M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.