LPL Financial’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.8M | Buy |
281,070
+66,280
| +31% | +$5.69M | 0.01% | 1424 |
|
|
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
FWIA
CTC
LPL Financial's SMMD Position: Q2 2026 in Review
LPL Financial increased its iShares Russell 2500 ETF (SMMD) stake by 31% in Q2 2026, buying an estimated $5.69M and bringing the position to 281,070 shares worth $25.8M. The position accounts for 0.01% of the portfolio, ranked #1424.
LPL Financial first reported a position in SMMD in Q4 2018 and has held it in 31 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.
- LPL Financial held 281,070 shares of iShares Russell 2500 ETF worth $25.8M as of Q2 2026.
- LPL Financial bought 66,280 iShares Russell 2500 ETF shares in Q2 2026, an estimated $5.69M.
- iShares Russell 2500 ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1424 holding.
- LPL Financial first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 31 quarters since.
- 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.