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 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

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

Kestra Advisory Services's SMMD Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Russell 2500 ETF (SMMD) stake by 41% in Q2 2026, buying an estimated $743K and bringing the position to 29,891 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #1157.

Kestra Advisory Services first reported a position in SMMD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.85M in Q2 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Kestra Advisory Services held 29,891 shares of iShares Russell 2500 ETF worth $2.74M as of Q2 2026.
Kestra Advisory Services bought 8,653 iShares Russell 2500 ETF shares in Q2 2026, an estimated $743K.
iShares Russell 2500 ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1157 holding.
Kestra Advisory Services first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's iShares Russell 2500 ETF position peaked at $3.85M in Q2 2024.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.