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

IFP 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 		$4.58K Hold
50
– – ﹤0.01% 3846
2026
Q1 		$3.82K Sell
50
-88
-64% -$6.94K ﹤0.01% 3681
2025
Q4 		$10.3K Buy
138
+50
+57% +$3.72K ﹤0.01% 3048
2025
Q3 		$6.49K Sell
88
-69
-44% -$4.92K ﹤0.01% 3117
2025
Q2 		$10.6K Hold
157
– – ﹤0.01% 2878
2025
Q1 		$9.82K Sell
157
-84
-35% -$5.66K ﹤0.01% 2582
2024
Q4 		$16.4K Sell
241
-128
-35% -$8.95K ﹤0.01% 2338
2024
Q3 		$25K Hold
369
– – ﹤0.01% 2059
2024
Q2 		$23.1K Hold
369
– – ﹤0.01% 2013
2024
Q1 		$24.2K Hold
369
– – ﹤0.01% 1886
2023
Q4 		$22.7K Sell
369
-50
-12% -$2.77K ﹤0.01% 1854
2023
Q3 		$22.8K Buy
419
+50
+14% +$2.88K ﹤0.01% 1871
2023
Q2 		$21.2K Buy
+369
New +$20.2K ﹤0.01% 1966

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

IFP Advisors's SMMD Position: Q2 2026 in Review

IFP Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 50 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

IFP Advisors first reported a position in SMMD in Q2 2023 and has held it in 13 quarters since. The position peaked at $25K in Q3 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • IFP Advisors held 50 shares of iShares Russell 2500 ETF worth $4.58K as of Q2 2026.
  • IFP Advisors left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3846 holding.
  • IFP Advisors first reported a position in iShares Russell 2500 ETF in Q2 2023 and has held it in 13 quarters since.
  • IFP Advisors's iShares Russell 2500 ETF position peaked at $25K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.