IA
SMMD icon

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
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
2021
Q3 		– Hold
0
– – – 4483
2021
Q2 		– Hold
0
– – – 4246
2021
Q1 		– Hold
0
– – – 4144

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return