HighTower Advisors
SMMD icon

HighTower Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

HighTower 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 		$11.7M Buy
128,158
+31,820
+33% +$2.73M 0.01% 860
2026
Q1 		$7.36M Sell
96,338
-485
-0.5% -$38.2K 0.01% 1013
2025
Q4 		$7.26M Sell
96,823
-1,573
-2% -$117K 0.01% 1006
2025
Q3 		$7.25M Sell
98,396
-15,007
-13% -$1.07M 0.01% 986
2025
Q2 		$7.69M Sell
113,403
-10,842
-9% -$687K 0.01% 909
2025
Q1 		$7.77M Sell
124,245
-46,579
-27% -$3.14M 0.01% 867
2024
Q4 		$11.6M Buy
170,824
+33,656
+25% +$2.35M 0.02% 693
2024
Q3 		$9.29M Buy
137,168
+3,923
+3% +$256K 0.01% 781
2024
Q2 		$8.34M Buy
133,245
+989
+0.7% +$62.2K 0.01% 791
2024
Q1 		$8.67M Sell
132,256
-20,348
-13% -$1.26M 0.01% 747
2023
Q4 		$9.4M Sell
152,604
-4,491
-3% -$249K 0.02% 728
2023
Q3 		$8.56M Buy
157,095
+24,213
+18% +$1.39M 0.02% 722
2023
Q2 		$7.63M Buy
132,882
+7,494
+6% +$410K 0.02% 738
2023
Q1 		$6.87M Buy
125,388
+14,148
+13% +$794K 0.02% 732
2022
Q4 		$5.91M Buy
111,240
+7,799
+8% +$419K 0.01% 781
2022
Q3 		$5.15M Buy
103,441
+49,352
+91% +$2.72M 0.01% 793
2022
Q2 		$2.79M Buy
+54,089
New +$3.06M 0.01% 1081

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

HighTower Advisors's SMMD Position: Q2 2026 in Review

HighTower Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 33% in Q2 2026, buying an estimated $2.73M and bringing the position to 128,158 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #860.

HighTower Advisors first reported a position in SMMD in Q2 2022 and has held it in 17 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • HighTower Advisors held 128,158 shares of iShares Russell 2500 ETF worth $11.7M as of Q2 2026.
  • HighTower Advisors bought 31,820 iShares Russell 2500 ETF shares in Q2 2026, an estimated $2.73M.
  • iShares Russell 2500 ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #860 holding.
  • HighTower Advisors first reported a position in iShares Russell 2500 ETF in Q2 2022 and has held it in 17 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.