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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
2026
Q2 		$221K Buy
+2,410
New +$207K 0.02% 189
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

Glenmede Trust
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Central Trust Company
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

Means Investment Company's SMMD Position: Q2 2026 in Review

Means Investment Company opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,410 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings. This is a return to the name: Means Investment Company previously reported a position in SMMD as recently as Q1 2025.

Means Investment Company first reported a position in SMMD in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.42M in Q3 2022. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Means Investment Company held 2,410 shares of iShares Russell 2500 ETF worth $221K as of Q2 2026.
  • iShares Russell 2500 ETF was a new Means Investment Company position in Q2 2026.
  • iShares Russell 2500 ETF made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #189 holding.
  • Means Investment Company first reported a position in iShares Russell 2500 ETF in Q4 2021 and has held it in 15 quarters since.
  • Means Investment Company's iShares Russell 2500 ETF position peaked at $1.42M in Q3 2022.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.