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Means Investment Company’s iShares Russell 2500 ETF SMMD Stock Holding History

Means Investment Company’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
2025
Q2 		– Sell
-3,600
Closed -$225K – 200
2025
Q1 		$225K Sell
3,600
-3,210
-47% -$216K 0.02% 178
2024
Q4 		$463K Buy
6,810
+18
+0.3% +$1.26K 0.05% 130
2024
Q3 		$460K Buy
6,792
+16
+0.2% +$1.04K 0.05% 129
2024
Q2 		$424K Sell
6,776
-7,658
-53% -$482K 0.05% 131
2024
Q1 		$947K Sell
14,434
-4,298
-23% -$266K 0.12% 93
2023
Q4 		$1.15M Sell
18,732
-10
-0.1% -$554 0.17% 85
2023
Q3 		$1.02M Sell
18,742
-996
-5% -$57.3K 0.17% 93
2023
Q2 		$1.13M Sell
19,738
-893
-4% -$48.8K 0.18% 89
2023
Q1 		$1.13M Buy
20,631
+15
+0.1% +$842 0.2% 90
2022
Q4 		$1.1M Sell
20,616
-7,924
-28% -$426K 0.22% 87
2022
Q3 		$1.42M Buy
28,540
+3,679
+15% +$203K 0.31% 69
2022
Q2 		$1.28M Buy
24,861
+5,040
+25% +$285K 0.27% 74
2022
Q1 		$1.24M Buy
19,821
+8,440
+74% +$519K 0.22% 77
2021
Q4 		$755K Buy
+11,381
New +$758K 0.13% 92

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Means Investment Company's SMMD Position: Q2 2025 in Review

Means Investment Company sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 3,600 shares — an estimated $225K sold.

Means Investment Company first reported a position in SMMD in Q4 2021 and held it in 14 quarters. The position peaked at $1.42M in Q3 2022. 197 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • Means Investment Company reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
  • Means Investment Company sold 3,600 iShares Russell 2500 ETF shares in Q2 2025, an estimated $225K.
  • Means Investment Company first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 14 quarters.
  • Means Investment Company's iShares Russell 2500 ETF position peaked at $1.42M in Q3 2022.
  • 197 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Means Investment Company's 13F filing for Q2 2025, filed 25 Jul 2025.