Great Lakes Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Great Lakes 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	$314K	Sell	3,424 -361	-10%	-$31K	﹤0.01%	699
2026 Q1	$289K	Sell	3,785 -34,828	-90%	-$2.75M	﹤0.01%	702
2025 Q4	$2.89M	Buy	38,613 +35,573	+1,170%	+$2.65M	0.02%	351
2025 Q3	$224K	Sell	3,040 -22,597	-88%	-$1.61M	﹤0.01%	757
2025 Q2	$1.74M	Buy	+25,637	New	+$1.62M	0.01%	471

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

Great Lakes Advisors's SMMD Position: Q2 2026 in Review

Great Lakes Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 9.5% in Q2 2026, selling an estimated $31K and leaving 3,424 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Great Lakes Advisors first reported a position in SMMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.89M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Great Lakes Advisors held 3,424 shares of iShares Russell 2500 ETF worth $314K as of Q2 2026.
Great Lakes Advisors sold 361 iShares Russell 2500 ETF shares in Q2 2026, an estimated $31K.
iShares Russell 2500 ETF made up ﹤0.01% of Great Lakes Advisors's portfolio in Q2 2026, its #699 holding.
Great Lakes Advisors first reported a position in iShares Russell 2500 ETF in Q2 2025 and has held it in 5 quarters since.
Great Lakes Advisors's iShares Russell 2500 ETF position peaked at $2.89M in Q4 2025.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.