Mariner
SMMD icon

Mariner’s iShares Russell 2500 ETF SMMD Stock Holding History

Mariner’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 		$9.87M Buy
107,740
+16,896
+19% +$1.45M 0.01% 743
2026
Q1 		$6.94M Buy
90,844
+1,184
+1% +$93.3K 0.01% 913
2025
Q4 		$6.72M Buy
89,660
+7,288
+9% +$543K 0.01% 875
2025
Q3 		$6.07M Buy
82,372
+11,542
+16% +$822K 0.01% 848
2025
Q2 		$4.8M Buy
70,830
+10,649
+18% +$675K 0.01% 880
2025
Q1 		$3.76M Sell
60,181
-2,680
-4% -$181K 0.01% 933
2024
Q4 		$4.27M Buy
62,861
+23,847
+61% +$1.67M 0.01% 861
2024
Q3 		$2.64M Buy
39,014
+446
+1% +$29.1K ﹤0.01% 1052
2024
Q2 		$2.41M Buy
38,568
+2,579
+7% +$162K ﹤0.01% 1022
2024
Q1 		$2.36M Sell
35,989
-2,585
-7% -$160K ﹤0.01% 1025
2023
Q4 		$2.37M Sell
38,574
-246
-0.6% -$13.6K 0.01% 974
2023
Q3 		$2.12M Sell
38,820
-5,208
-12% -$300K 0.01% 947
2023
Q2 		$2.53M Buy
44,028
+484
+1% +$26.4K 0.01% 884
2023
Q1 		$2.39M Buy
43,544
+1,149
+3% +$64.5K 0.01% 882
2022
Q4 		$2.25M Buy
42,395
+2,859
+7% +$154K 0.01% 881
2022
Q3 		$1.97M Buy
39,536
+16,404
+71% +$906K 0.01% 776
2022
Q2 		$1.19M Sell
23,132
-5,986
-21% -$338K ﹤0.01% 852
2022
Q1 		$1.82M Buy
29,118
+14,134
+94% +$870K 0.01% 748
2021
Q4 		$995K Buy
+14,984
New +$997K ﹤0.01% 829

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner's SMMD Position: Q2 2026 in Review

Mariner increased its iShares Russell 2500 ETF (SMMD) stake by 19% in Q2 2026, buying an estimated $1.45M and bringing the position to 107,740 shares worth $9.87M. The position accounts for 0.01% of the portfolio, ranked #743.

Mariner first reported a position in SMMD in Q4 2021 and has held it in 19 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Mariner held 107,740 shares of iShares Russell 2500 ETF worth $9.87M as of Q2 2026.
  • Mariner bought 16,896 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.45M.
  • iShares Russell 2500 ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #743 holding.
  • Mariner first reported a position in iShares Russell 2500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.