GSEP
SMMD icon

Golden State Equity Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Golden State Equity Partners’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 		– Sell
-754
Closed -$57.6K – 1534
2026
Q1 		$57.6K Buy
+754
New +$59.4K ﹤0.01% 862

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Equity Partners's SMMD Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Russell 2500 ETF (SMMD) in Q2 2026, closing a stake of 754 shares — an estimated $57.6K sold.

Golden State Equity Partners first reported a position in SMMD in Q1 2026 and held it in 1 quarter. The position peaked at $57.6K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Russell 2500 ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 754 iShares Russell 2500 ETF shares in Q2 2026, an estimated $57.6K.
  • Golden State Equity Partners first reported a position in iShares Russell 2500 ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares Russell 2500 ETF position peaked at $57.6K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.