Lakeridge Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Lakeridge Wealth Management’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	$545K	Sell	5,949 -27	-0.5%	-$2.32K	0.2%	98
2026 Q1	$456K	Sell	5,976 -291	-5%	-$22.9K	0.2%	100
2025 Q4	$470K	Sell	6,267 -147	-2%	-$10.9K	0.21%	95
2025 Q3	$473K	Sell	6,414 -781	-11%	-$55.6K	0.21%	86
2025 Q2	$488K	Sell	7,195 -673	-9%	-$42.6K	0.22%	85
2025 Q1	$492K	Sell	7,868 -50	-0.6%	-$3.37K	0.25%	84
2024 Q4	$538K	Buy	7,918 +541	+7%	+$37.8K	0.28%	75
2024 Q3	$500K	Buy	7,377 +51	+0.7%	+$3.33K	0.27%	76
2024 Q2	$459K	Buy	7,326 +348	+5%	+$21.9K	0.28%	74
2024 Q1	$458K	Buy	6,978 +140	+2%	+$8.66K	0.3%	66
2023 Q4	$421K	Buy	+6,838	New	+$379K	0.3%	66

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

Lakeridge Wealth Management's SMMD Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its iShares Russell 2500 ETF (SMMD) stake by 0.45% in Q2 2026, selling an estimated $2.32K and leaving 5,949 shares worth $545K. The position accounts for 0.2% of the portfolio, ranked #98.

Lakeridge Wealth Management first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Lakeridge Wealth Management held 5,949 shares of iShares Russell 2500 ETF worth $545K as of Q2 2026.
Lakeridge Wealth Management sold 27 iShares Russell 2500 ETF shares in Q2 2026, an estimated $2.32K.
iShares Russell 2500 ETF made up 0.2% of Lakeridge Wealth Management's portfolio in Q2 2026, its #98 holding.
Lakeridge Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.