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IMA Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

IMA Advisory Services’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 		$45M Buy
+491,513
New +$42.2M 2.82% 7

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMA Advisory Services's SMMD Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 491,513 shares worth $45M. The stake represents 2.82% of the portfolio and ranks #7 among its holdings.

159 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • IMA Advisory Services held 491,513 shares of iShares Russell 2500 ETF worth $45M as of Q2 2026.
  • iShares Russell 2500 ETF was a new IMA Advisory Services position in Q2 2026.
  • iShares Russell 2500 ETF made up 2.82% of IMA Advisory Services's portfolio in Q2 2026, its #7 holding.
  • 159 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.