Mayfair Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Mayfair Advisory Group’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	$680K	Buy	7,627 +16	+0.2%	+$1.37K	0.21%	80
2026 Q1	$581K	Sell	7,611 -278	-4%	-$21.9K	0.2%	83
2025 Q4	$599K	Buy	7,889 +661	+9%	+$49.2K	0.23%	78
2025 Q3	$533K	Buy	7,228 +25	+0.3%	+$1.78K	0.23%	83
2025 Q2	$496K	Buy	7,203 +514	+8%	+$32.6K	0.23%	82
2025 Q1	$418K	Buy	6,689 +1,083	+19%	+$73K	0.24%	81
2024 Q4	$381K	Buy	5,606 +667	+14%	+$46.6K	0.22%	86
2024 Q3	$333K	Buy	4,939 +195	+4%	+$12.7K	0.21%	93
2024 Q2	$308K	Buy	4,744 +15	+0.3%	+$944	0.21%	92
2024 Q1	$310K	Buy	4,729 +263	+6%	+$16.3K	0.23%	97
2023 Q4	$273K	Buy	4,466 +71	+2%	+$3.93K	0.23%	94
2023 Q3	$239K	Buy	4,395 +510	+13%	+$29.4K	0.23%	100
2023 Q2	$221K	Buy	+3,885	New	+$212K	0.22%	106
2022 Q4	–	Sell	-4,597	Closed	-$234K	–	123
2022 Q3	$234K	Buy	4,597 +128	+3%	+$7.07K	0.33%	91
2022 Q2	$255K	Buy	4,469 +239	+6%	+$13.5K	0.34%	85
2022 Q1	$265K	Buy	+4,230	New	+$260K	0.34%	73

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

Mayfair Advisory Group's SMMD Position: Q2 2026 in Review

Mayfair Advisory Group increased its iShares Russell 2500 ETF (SMMD) stake by 0.21% in Q2 2026, buying an estimated $1.37K and bringing the position to 7,627 shares worth $680K. The position accounts for 0.21% of the portfolio, ranked #80.

Mayfair Advisory Group first reported a position in SMMD in Q1 2022 and has held it in 16 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Mayfair Advisory Group held 7,627 shares of iShares Russell 2500 ETF worth $680K as of Q2 2026.
Mayfair Advisory Group bought 16 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.37K.
iShares Russell 2500 ETF made up 0.21% of Mayfair Advisory Group's portfolio in Q2 2026, its #80 holding.
Mayfair Advisory Group first reported a position in iShares Russell 2500 ETF in Q1 2022 and has held it in 16 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.