Mercer Global Advisors
SMMD icon

Mercer Global Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Mercer Global 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
Q1 		$391K Buy
5,121
+874
+21% +$68.9K ﹤0.01% 2185
2025
Q4 		$318K Sell
4,247
-44
-1% -$3.28K ﹤0.01% 2187
2025
Q3 		$316K Buy
+4,291
New +$306K ﹤0.01% 2054
2024
Q2 		– Sell
-3,863
Closed -$253K – 2039
2024
Q1 		$253K Sell
3,863
-606
-14% -$37.5K ﹤0.01% 1662
2023
Q4 		$275K Sell
4,469
-2,930
-40% -$162K ﹤0.01% 1656
2023
Q3 		$403K Sell
7,399
-3,947
-35% -$227K ﹤0.01% 1360
2023
Q2 		$652K Sell
11,346
-2,881
-20% -$157K ﹤0.01% 1113
2023
Q1 		$780K Sell
14,227
-6,150
-30% -$345K ﹤0.01% 1003
2022
Q4 		$1.08M Sell
20,377
-166,389
-89% -$8.94M 0.01% 886
2022
Q3 		$9.29M Sell
186,766
-5,165
-3% -$285K 0.06% 236
2022
Q2 		$9.91M Sell
191,931
-322
-0.2% -$18.2K 0.06% 224
2022
Q1 		$12M Sell
192,253
-2,775
-1% -$171K 0.07% 200
2021
Q4 		$12.9M Sell
195,028
-4,679
-2% -$311K 0.08% 182
2021
Q3 		$12.8M Buy
+199,707
New +$13M 0.09% 182

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Mercer Global Advisors's SMMD Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 21% in Q1 2026, buying an estimated $68.9K and bringing the position to 5,121 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Mercer Global Advisors first reported a position in SMMD in Q3 2021 and has held it in 14 quarters since. The position peaked at $12.9M in Q4 2021. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Mercer Global Advisors held 5,121 shares of iShares Russell 2500 ETF worth $391K as of Q1 2026.
  • Mercer Global Advisors bought 874 iShares Russell 2500 ETF shares in Q1 2026, an estimated $68.9K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2185 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 2500 ETF in Q3 2021 and has held it in 14 quarters since.
  • Mercer Global Advisors's iShares Russell 2500 ETF position peaked at $12.9M in Q4 2021.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.