Kestra Advisory Services
SMMD icon

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

Kestra 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
2026
Q3 		$2.69M Buy
31,508
+1,617
+5% +$145K 0.01% 1254
2026
Q2 		$2.74M Buy
29,891
+8,653
+41% +$743K 0.01% 1157
2026
Q1 		$1.62M Buy
21,238
+1,491
+8% +$118K 0.01% 1432
2025
Q4 		$1.48M Buy
19,747
+733
+4% +$54.6K 0.01% 1401
2025
Q3 		$1.4M Buy
19,014
+4,637
+32% +$330K 0.01% 1374
2025
Q2 		$974K Sell
14,377
-30
-0.2% -$1.9K ﹤0.01% 1496
2025
Q1 		$901K Sell
14,407
-3,416
-19% -$230K ﹤0.01% 1450
2024
Q4 		$1.21M Buy
17,823
+1,690
+10% +$118K 0.01% 1289
2024
Q3 		$1.09M Sell
16,133
-45,390
-74% -$2.96M 0.01% 1269
2024
Q2 		$3.85M Buy
61,523
+13,808
+29% +$869K 0.02% 685
2024
Q1 		$3.13M Buy
+47,715
New +$2.95M 0.02% 691

Other funds holding SMMD

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Kestra Advisory Services's SMMD Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Russell 2500 ETF (SMMD) stake by 5.4% in Q3 2026, buying an estimated $145K and bringing the position to 31,508 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #1254.

Kestra Advisory Services first reported a position in SMMD in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.85M in Q2 2024. 167 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Kestra Advisory Services held 31,508 shares of iShares Russell 2500 ETF worth $2.69M as of Q3 2026.
  • Kestra Advisory Services bought 1,617 iShares Russell 2500 ETF shares in Q3 2026, an estimated $145K.
  • iShares Russell 2500 ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1254 holding.
  • Kestra Advisory Services first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 11 quarters since.
  • Kestra Advisory Services's iShares Russell 2500 ETF position peaked at $3.85M in Q2 2024.
  • 167 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.