Mayflower Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Mayflower Financial Advisors’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	$449K	Buy	4,897 +51	+1%	+$4.38K	0.04%	303
2026 Q1	$370K	Buy	4,846 +12	+0.2%	+$946	0.04%	309
2025 Q4	$362K	Buy	4,834 +1	+0%	+$74	0.04%	300
2025 Q3	$356K	Sell	4,833 -187	-4%	-$13.3K	0.04%	308
2025 Q2	$340K	Buy	5,020 +25	+0.5%	+$1.58K	0.05%	302
2025 Q1	$312K	Sell	4,995 -8	-0.2%	-$539	0.05%	298
2024 Q4	$340K	Sell	5,003 -741	-13%	-$51.8K	0.05%	278
2024 Q3	$389K	Sell	5,744 -1,934	-25%	-$126K	0.06%	256
2024 Q2	$481K	Sell	7,678 -118	-2%	-$7.42K	0.08%	217
2024 Q1	$511K	Sell	7,796 -618	-7%	-$38.2K	0.09%	207
2023 Q4	$518K	Buy	8,414 +75	+0.9%	+$4.16K	0.07%	200
2023 Q3	$455K	Buy	8,339 +911	+12%	+$52.4K	0.07%	202
2023 Q2	$427K	Buy	7,428 +216	+3%	+$11.8K	0.06%	231
2023 Q1	$395K	Buy	7,212 +790	+12%	+$44.4K	0.05%	235
2022 Q4	$341K	Buy	6,422 +1,304	+25%	+$70K	0.05%	250
2022 Q3	$255K	Buy	+5,118	New	+$283K	0.04%	272

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

Mayflower Financial Advisors's SMMD Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 1.1% in Q2 2026, buying an estimated $4.38K and bringing the position to 4,897 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #303.

Mayflower Financial Advisors first reported a position in SMMD in Q3 2022 and has held it in 16 quarters since. The position peaked at $518K in Q4 2023. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Mayflower Financial Advisors held 4,897 shares of iShares Russell 2500 ETF worth $449K as of Q2 2026.
Mayflower Financial Advisors bought 51 iShares Russell 2500 ETF shares in Q2 2026, an estimated $4.38K.
iShares Russell 2500 ETF made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #303 holding.
Mayflower Financial Advisors first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 16 quarters since.
Mayflower Financial Advisors's iShares Russell 2500 ETF position peaked at $518K in Q4 2023.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.