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Kovack Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Kovack Advisors’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
Q1 		$761K Sell
9,963
-21
-0.2% -$1.66K 0.04% 459
2025
Q4 		$748K Buy
+9,984
New +$744K 0.03% 464

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Kovack Advisors's SMMD Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 0.21% in Q1 2026, selling an estimated $1.66K and leaving 9,963 shares worth $761K. The position accounts for 0.04% of the portfolio, ranked #459.

Kovack Advisors first reported a position in SMMD in Q4 2025 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Kovack Advisors held 9,963 shares of iShares Russell 2500 ETF worth $761K as of Q1 2026.
  • Kovack Advisors sold 21 iShares Russell 2500 ETF shares in Q1 2026, an estimated $1.66K.
  • iShares Russell 2500 ETF made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #459 holding.
  • Kovack Advisors first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.