Gerber Kawasaki Wealth & Investment Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$47.6M	Buy	519,296 +16,963	+3%	+$1.46M	1.27%	23
2026 Q1	$38.4M	Buy	502,333 +31,278	+7%	+$2.47M	1.22%	23
2025 Q4	$35.3M	Buy	471,055 +27,082	+6%	+$2.02M	1.23%	21
2025 Q3	$32.7M	Buy	443,973 +328,098	+283%	+$23.4M	1.12%	26
2025 Q2	$7.85M	Buy	+115,875	New	+$7.34M	0.3%	60

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SMMD Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares Russell 2500 ETF (SMMD) stake by 3.4% in Q2 2026, buying an estimated $1.46M and bringing the position to 519,296 shares worth $47.6M. The position accounts for 1.27% of the portfolio, ranked #23.

Gerber Kawasaki Wealth & Investment Management first reported a position in SMMD in Q2 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 519,296 shares of iShares Russell 2500 ETF worth $47.6M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 16,963 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.46M.
iShares Russell 2500 ETF made up 1.27% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #23 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell 2500 ETF in Q2 2025 and has held it in 5 quarters since.
168 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.