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Integrated Advisors Network’s iShares Russell 2500 ETF SMMD Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-6,894
Closed -$469K – 772
2024
Q4 		$469K Sell
6,894
-1,415
-17% -$98.9K 0.02% 474
2024
Q3 		$563K Hold
8,309
– – 0.03% 440
2024
Q2 		$520K Hold
8,309
– – 0.03% 433
2024
Q1 		$545K Sell
8,309
-5,758
-41% -$356K 0.03% 444
2023
Q4 		$866K Buy
+14,067
New +$779K 0.05% 313

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
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
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Integrated Advisors Network's SMMD Position: Q1 2025 in Review

Integrated Advisors Network sold out of iShares Russell 2500 ETF (SMMD) in Q1 2025, closing a stake of 6,894 shares — an estimated $469K sold.

Integrated Advisors Network first reported a position in SMMD in Q4 2023 and held it in 5 quarters. The position peaked at $866K in Q4 2023. 193 funds tracked by Wall St. Rank hold SMMD as of Q1 2025.

  • Integrated Advisors Network reported no remaining iShares Russell 2500 ETF position as of Q1 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 6,894 iShares Russell 2500 ETF shares in Q1 2025, an estimated $469K.
  • Integrated Advisors Network first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 5 quarters.
  • Integrated Advisors Network's iShares Russell 2500 ETF position peaked at $866K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2025.

Based on Integrated Advisors Network's 13F filing for Q1 2025, filed 15 Apr 2025.