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Independence Bank of Kentucky’s iShares Russell 2500 ETF SMMD Stock Holding History

Independence Bank of Kentucky’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 		$112K Sell
1,218
-165
-12% -$14.2K 0.01% 333
2026
Q1 		$106K Hold
1,383
– – 0.01% 342
2025
Q4 		$104K Buy
+1,383
New +$103K 0.01% 352

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DG
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BPWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CFP
Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return

Independence Bank of Kentucky's SMMD Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Russell 2500 ETF (SMMD) stake by 12% in Q2 2026, selling an estimated $14.2K and leaving 1,218 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #333.

Independence Bank of Kentucky first reported a position in SMMD in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Independence Bank of Kentucky held 1,218 shares of iShares Russell 2500 ETF worth $112K as of Q2 2026.
  • Independence Bank of Kentucky sold 165 iShares Russell 2500 ETF shares in Q2 2026, an estimated $14.2K.
  • iShares Russell 2500 ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #333 holding.
  • Independence Bank of Kentucky first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.