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

Kestra Private Wealth 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
2025
Q1 		– Sell
-8,292
Closed -$564K – 1565
2024
Q4 		$564K Buy
8,292
+4,130
+99% +$289K 0.01% 869
2024
Q3 		$282K Sell
4,162
-1,051
-20% -$68.6K 0.01% 1107
2024
Q2 		$326K Buy
5,213
+1,248
+31% +$78.5K 0.01% 1014
2024
Q1 		$260K Buy
+3,965
New +$245K 0.01% 1071

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

Kestra Private Wealth Services's SMMD Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of iShares Russell 2500 ETF (SMMD) in Q1 2025, closing a stake of 8,292 shares — an estimated $564K sold.

Kestra Private Wealth Services first reported a position in SMMD in Q1 2024 and held it in 4 quarters. The position peaked at $564K in Q4 2024. 193 funds tracked by Wall St. Rank hold SMMD as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining iShares Russell 2500 ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 8,292 iShares Russell 2500 ETF shares in Q1 2025, an estimated $564K.
  • Kestra Private Wealth Services first reported a position in iShares Russell 2500 ETF in Q1 2024 and held it in 4 quarters.
  • Kestra Private Wealth Services's iShares Russell 2500 ETF position peaked at $564K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.