Money Concepts Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Money Concepts Capital’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	$408K	Buy	+4,458	New	+$383K	0.02%	446
2023 Q1	–	Sell	-614	Closed	-$32.6K	–	2524
2022 Q4	$32.6K	Buy	614 +378	+160%	+$20.3K	﹤0.01%	1424
2022 Q3	$12K	Hold	236	–	–	﹤0.01%	1027
2022 Q2	$12K	Sell	236 -604	-72%	-$34.2K	﹤0.01%	998
2022 Q1	$52K	Buy	+840	New	+$51.7K	﹤0.01%	1224

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

Money Concepts Capital's SMMD Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 4,458 shares worth $408K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in SMMD as recently as Q4 2022.

Money Concepts Capital first reported a position in SMMD in Q1 2022 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Money Concepts Capital held 4,458 shares of iShares Russell 2500 ETF worth $408K as of Q2 2026.
iShares Russell 2500 ETF was a new Money Concepts Capital position in Q2 2026.
iShares Russell 2500 ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #446 holding.
Money Concepts Capital first reported a position in iShares Russell 2500 ETF in Q1 2022 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.