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MassMutual Private Wealth & Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

MassMutual Private Wealth & Trust’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 		$269K Buy
2,940
+785
+36% +$67.4K 0.01% 406
2026
Q1 		$165K Buy
+2,155
New +$170K ﹤0.01% 469

Other funds holding SMMD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CFP
Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMMD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its iShares Russell 2500 ETF (SMMD) stake by 36% in Q2 2026, buying an estimated $67.4K and bringing the position to 2,940 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #406.

MassMutual Private Wealth & Trust first reported a position in SMMD in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,940 shares of iShares Russell 2500 ETF worth $269K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 785 iShares Russell 2500 ETF shares in Q2 2026, an estimated $67.4K.
  • iShares Russell 2500 ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #406 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.