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 Q2	$720K	Buy	7,853 +270	+4%	+$23.2K	0.51%	20
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 $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

Legacy Advisory Services's SMMD Position: Q2 2026 in Review

Legacy Advisory Services increased its iShares Russell 2500 ETF (SMMD) stake by 3.6% in Q2 2026, buying an estimated $23.2K and bringing the position to 7,853 shares worth $720K. The position accounts for 0.51% of the portfolio, ranked #20.

Legacy Advisory Services 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.

Legacy Advisory Services held 7,853 shares of iShares Russell 2500 ETF worth $720K as of Q2 2026.
Legacy Advisory Services bought 270 iShares Russell 2500 ETF shares in Q2 2026, an estimated $23.2K.
iShares Russell 2500 ETF made up 0.51% of Legacy Advisory Services's portfolio in Q2 2026, its #20 holding.
Legacy Advisory Services 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 Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.