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IAG Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

IAG Wealth 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
2025
Q4 		– Sell
-815
Closed -$60.1K – 524
2025
Q3 		$60.1K Hold
815
– – 0.01% 197
2025
Q2 		$55.2K Sell
815
-780
-49% -$49.4K 0.01% 193
2025
Q1 		$99.8K Buy
1,595
+170
+12% +$11.5K 0.02% 143
2024
Q4 		$96.9K Hold
1,425
– – 0.02% 137
2024
Q3 		$96.5K Hold
1,425
– – 0.02% 130
2024
Q2 		$89.2K Hold
1,425
– – 0.02% 127
2024
Q1 		$93.5K Hold
1,425
– – 0.02% 123
2023
Q4 		$87.7K Buy
+1,425
New +$79K 0.02% 115

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

IAG Wealth Partners's SMMD Position: Q4 2025 in Review

IAG Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q4 2025, closing a stake of 815 shares — an estimated $60.1K sold.

IAG Wealth Partners first reported a position in SMMD in Q4 2023 and held it in 8 quarters. The position peaked at $99.8K in Q1 2025. 222 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • IAG Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q4 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 815 iShares Russell 2500 ETF shares in Q4 2025, an estimated $60.1K.
  • IAG Wealth Partners first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 8 quarters.
  • IAG Wealth Partners's iShares Russell 2500 ETF position peaked at $99.8K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.