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

Insigneo 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
2025 Q2	–	Sell	-4,000	Closed	-$250K	–	696
2025 Q1	$250K	Hold	4,000	–	–	0.03%	462
2024 Q4	$272K	Buy	+4,000	New	+$280K	0.03%	441

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Insigneo Advisory Services's SMMD Position: Q2 2025 in Review

Insigneo Advisory Services sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 4,000 shares — an estimated $250K sold.

Insigneo Advisory Services first reported a position in SMMD in Q4 2024 and held it in 2 quarters. The position peaked at $272K in Q4 2024. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

Insigneo Advisory Services reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
Insigneo Advisory Services sold 4,000 iShares Russell 2500 ETF shares in Q2 2025, an estimated $250K.
Insigneo Advisory Services first reported a position in iShares Russell 2500 ETF in Q4 2024 and held it in 2 quarters.
Insigneo Advisory Services's iShares Russell 2500 ETF position peaked at $272K in Q4 2024.
198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Insigneo Advisory Services's 13F filing for Q2 2025, filed 12 Aug 2025.