GC Wealth Management RIA’s iShares Russell 2500 ETF SMMD Stock Holding History

GC Wealth Management RIA’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	$492K	Sell	5,373 -5,459	-50%	-$469K	0.03%	325
2026 Q1	$827K	Buy	10,832 +904	+9%	+$71.3K	0.03%	266
2025 Q4	$744K	Sell	9,928 -1,600	-14%	-$119K	0.03%	283
2025 Q3	$850K	Sell	11,528 -5,586	-33%	-$398K	0.03%	386
2025 Q2	$1.16M	Sell	17,114 -698	-4%	-$44.2K	0.09%	186
2025 Q1	$1.11M	Sell	17,812 -298	-2%	-$20.1K	0.2%	99
2024 Q4	$1.23M	Sell	18,110 -2,069	-10%	-$145K	0.22%	96
2024 Q3	$1.37M	Sell	20,179 -80	-0.4%	-$5.22K	0.24%	87
2024 Q2	$1.27M	Sell	20,259 -23	-0.1%	-$1.45K	0.25%	82
2024 Q1	$1.33M	Buy	20,282 +325	+2%	+$20.1K	0.27%	76
2023 Q4	$1.23M	Buy	+19,957	New	+$1.11M	0.55%	47

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

GC Wealth Management RIA's SMMD Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Russell 2500 ETF (SMMD) stake by 50% in Q2 2026, selling an estimated $469K and leaving 5,373 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #325.

GC Wealth Management RIA first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q3 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

GC Wealth Management RIA held 5,373 shares of iShares Russell 2500 ETF worth $492K as of Q2 2026.
GC Wealth Management RIA sold 5,459 iShares Russell 2500 ETF shares in Q2 2026, an estimated $469K.
iShares Russell 2500 ETF made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #325 holding.
GC Wealth Management RIA first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's iShares Russell 2500 ETF position peaked at $1.37M in Q3 2024.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.