Jones Financial Companies’s iShares Russell 2500 ETF SMMD Stock Holding History

Jones Financial Companies’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	$1.24M	Buy	13,608 +5,818	+75%	+$500K	﹤0.01%	1782
2026 Q1	$581K	Buy	7,790 +3,378	+77%	+$266K	﹤0.01%	1966
2025 Q4	$331K	Buy	4,412 +1,302	+42%	+$97K	﹤0.01%	1687
2025 Q3	$229K	Buy	3,110 +2,213	+247%	+$158K	﹤0.01%	1733
2025 Q2	$60.6K	Buy	897 +504	+128%	+$31.9K	﹤0.01%	2143
2025 Q1	$24.6K	Buy	393 +140	+55%	+$9.44K	﹤0.01%	2353
2024 Q4	$17.2K	Buy	+253	New	+$17.7K	﹤0.01%	2315

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's SMMD Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Russell 2500 ETF (SMMD) stake by 75% in Q2 2026, buying an estimated $500K and bringing the position to 13,608 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Jones Financial Companies first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Jones Financial Companies held 13,608 shares of iShares Russell 2500 ETF worth $1.24M as of Q2 2026.
Jones Financial Companies bought 5,818 iShares Russell 2500 ETF shares in Q2 2026, an estimated $500K.
iShares Russell 2500 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1782 holding.
Jones Financial Companies first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.