Kovitz Investment Group Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-252,256	Closed	-$18.6M	–	1189
2025 Q3	$18.6M	Buy	252,256 +16,212	+7%	+$1.16M	0.07%	226
2025 Q2	$16M	Buy	236,044 +19,353	+9%	+$1.23M	0.07%	232
2025 Q1	$13.6M	Buy	216,691 +7,838	+4%	+$528K	0.07%	222
2024 Q4	$14.2M	Buy	208,853 +9,201	+5%	+$643K	0.07%	212
2024 Q3	$13.5K	Buy	199,652 +12,465	+7%	+$813K	﹤0.01%	1020
2024 Q2	$11.7M	Buy	+187,187	New	+$11.8M	0.1%	150

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Kovitz Investment Group Partners's SMMD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Russell 2500 ETF (SMMD) in Q4 2025, closing a stake of 252,256 shares — an estimated $18.6M sold.

Kovitz Investment Group Partners first reported a position in SMMD in Q2 2024 and held it in 6 quarters. The position peaked at $18.6M in Q3 2025. 221 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Russell 2500 ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 252,256 iShares Russell 2500 ETF shares in Q4 2025, an estimated $18.6M.
Kovitz Investment Group Partners first reported a position in iShares Russell 2500 ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares Russell 2500 ETF position peaked at $18.6M in Q3 2025.
221 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.