Legacy Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Legacy 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 Q1	$579K	Buy	7,583 +713	+10%	+$56.2K	0.44%	21
2025 Q4	$515K	Buy	6,870 +13	+0.2%	+$968	0.39%	29
2025 Q3	$506K	Buy	6,857 +11	+0.2%	+$784	0.38%	30
2025 Q2	$464K	Sell	6,846 -565	-8%	-$35.8K	0.37%	31
2025 Q1	$463K	Sell	7,411 -489	-6%	-$33K	0.39%	29
2024 Q4	$537K	Sell	7,900 -557	-7%	-$38.9K	0.46%	33
2024 Q3	$573K	Sell	8,457 -220	-3%	-$14.4K	0.49%	29
2024 Q2	$543K	Sell	8,677 -49	-0.6%	-$3.08K	0.5%	28
2024 Q1	$573K	Buy	8,726 +25	+0.3%	+$1.55K	0.54%	25
2023 Q4	$536K	Buy	+8,701	New	+$482K	0.57%	25

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

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 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

CAM

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

Legacy Advisory Services's SMMD Position: Q1 2026 in Review

Legacy Advisory Services increased its iShares Russell 2500 ETF (SMMD) stake by 10% in Q1 2026, buying an estimated $56.2K and bringing the position to 7,583 shares worth $579K. The position accounts for 0.44% of the portfolio, ranked #21.

Legacy Advisory Services first reported a position in SMMD in Q4 2023 and has held it in 10 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Legacy Advisory Services held 7,583 shares of iShares Russell 2500 ETF worth $579K as of Q1 2026.
Legacy Advisory Services bought 713 iShares Russell 2500 ETF shares in Q1 2026, an estimated $56.2K.
iShares Russell 2500 ETF made up 0.44% of Legacy Advisory Services's portfolio in Q1 2026, its #21 holding.
Legacy Advisory Services first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 10 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.