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 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

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

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Fort Washington Investment Advisors's SMMD Position: Q2 2026 in Review

Fort Washington Investment Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 1,504,650 shares worth $138M. The position accounts for 0.69% of the portfolio, ranked #31.

Fort Washington Investment Advisors first reported a position in SMMD in Q2 2024 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Fort Washington Investment Advisors held 1,504,650 shares of iShares Russell 2500 ETF worth $138M as of Q2 2026.
Fort Washington Investment Advisors left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up 0.69% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #31 holding.
Fort Washington Investment Advisors first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 9 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.