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Integrated Wealth Concepts’s iShares Russell 2500 ETF SMMD Stock Holding History

Integrated Wealth Concepts’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 		$269K Buy
+2,934
New +$252K ﹤0.01% 2046
2022
Q1 		– Sell
-4,188
Closed -$278K – 1043
2021
Q4 		$278K Buy
+4,188
New +$279K 0.01% 809

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's SMMD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,934 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #2046 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SMMD as recently as Q4 2021.

Integrated Wealth Concepts first reported a position in SMMD in Q4 2021 and has held it in 2 quarters since. The position peaked at $278K in Q4 2021. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Integrated Wealth Concepts held 2,934 shares of iShares Russell 2500 ETF worth $269K as of Q2 2026.
  • iShares Russell 2500 ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2046 holding.
  • Integrated Wealth Concepts first reported a position in iShares Russell 2500 ETF in Q4 2021 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's iShares Russell 2500 ETF position peaked at $278K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.