LPL Financial
SMMD icon

LPL Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

LPL Financial’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 		$16.4M Buy
214,790
+32,422
+18% +$2.56M ﹤0.01% 1603
2025
Q4 		$13.7M Buy
182,368
+22,393
+14% +$1.67M ﹤0.01% 1669
2025
Q3 		$11.8M Buy
159,975
+1,730
+1% +$123K ﹤0.01% 1721
2025
Q2 		$10.7M Buy
158,245
+26,246
+20% +$1.66M ﹤0.01% 1665
2025
Q1 		$8.26M Sell
131,999
-7,470
-5% -$503K ﹤0.01% 1747
2024
Q4 		$9.48M Sell
139,469
-3,031
-2% -$212K ﹤0.01% 1587
2024
Q3 		$9.65M Sell
142,500
-68,483
-32% -$4.47M ﹤0.01% 1489
2024
Q2 		$13.2M Sell
210,983
-21,795
-9% -$1.37M 0.01% 1190
2024
Q1 		$15.3M Buy
232,778
+188,715
+428% +$11.7M 0.01% 1074
2023
Q4 		$2.71M Sell
44,063
-541
-1% -$30K ﹤0.01% 2151
2023
Q3 		$2.43M Sell
44,604
-4,755
-10% -$274K ﹤0.01% 2143
2023
Q2 		$2.84M Sell
49,359
-5,999
-11% -$328K ﹤0.01% 1960
2023
Q1 		$3.03M Sell
55,358
-18,665
-25% -$1.05M ﹤0.01% 1832
2022
Q4 		$3.93M Sell
74,023
-8,860
-11% -$476K ﹤0.01% 1606
2022
Q3 		$4.12M Buy
82,883
+4,346
+6% +$240K ﹤0.01% 1512
2022
Q2 		$4.05M Sell
78,537
-6,043
-7% -$342K ﹤0.01% 1542
2022
Q1 		$5.28M Sell
84,580
-4,117
-5% -$253K ﹤0.01% 1401
2021
Q4 		$5.89M Sell
88,697
-3,856
-4% -$257K ﹤0.01% 1353
2021
Q3 		$5.94M Sell
92,553
-9,875
-10% -$643K 0.01% 1280
2021
Q2 		$6.78M Buy
102,428
+11,990
+13% +$780K 0.01% 1142
2021
Q1 		$5.69M Buy
90,438
+26,997
+43% +$1.67M 0.01% 1143
2020
Q4 		$3.6M Buy
63,441
+44,173
+229% +$2.27M ﹤0.01% 1299
2020
Q3 		$863K Buy
19,268
+7,907
+70% +$354K ﹤0.01% 2058
2020
Q2 		$483K Buy
11,361
+382
+3% +$14.9K ﹤0.01% 2420
2020
Q1 		$369K Sell
10,979
-1,246
-10% -$54.5K ﹤0.01% 2320
2019
Q4 		$589K Hold
12,225
– – ﹤0.01% 2231
2019
Q3 		$544K Sell
12,225
-35
-0.3% -$1.57K ﹤0.01% 2198
2019
Q2 		$555K Sell
12,260
-1,920
-14% -$85.6K ﹤0.01% 2202
2019
Q1 		$625K Buy
14,180
+592
+4% +$25.4K ﹤0.01% 2024
2018
Q4 		$519K Buy
+13,588
New +$578K ﹤0.01% 2011

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

LPL Financial's SMMD Position: Q1 2026 in Review

LPL Financial increased its iShares Russell 2500 ETF (SMMD) stake by 18% in Q1 2026, buying an estimated $2.56M and bringing the position to 214,790 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

LPL Financial first reported a position in SMMD in Q4 2018 and has held it in 30 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • LPL Financial held 214,790 shares of iShares Russell 2500 ETF worth $16.4M as of Q1 2026.
  • LPL Financial bought 32,422 iShares Russell 2500 ETF shares in Q1 2026, an estimated $2.56M.
  • iShares Russell 2500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1603 holding.
  • LPL Financial first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.