Morgan Stanley
SMMD icon

Morgan Stanley’s iShares Russell 2500 ETF SMMD Stock Holding History

Morgan Stanley’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 		$8.09M Sell
88,288
-16,754
-16% -$1.44M ﹤0.01% 3876
2026
Q1 		$8.02M Buy
105,042
+29,550
+39% +$2.33M ﹤0.01% 3760
2025
Q4 		$5.66M Buy
75,492
+16,493
+28% +$1.23M ﹤0.01% 4087
2025
Q3 		$4.35M Sell
58,999
-13,200
-18% -$941K ﹤0.01% 4268
2025
Q2 		$4.89M Sell
72,199
-47,052
-39% -$2.98M ﹤0.01% 4080
2025
Q1 		$7.46M Buy
119,251
+68,762
+136% +$4.63M ﹤0.01% 3590
2024
Q4 		$3.43M Buy
50,489
+6,769
+15% +$473K ﹤0.01% 4300
2024
Q3 		$2.96M Buy
43,720
+5,115
+13% +$334K ﹤0.01% 4379
2024
Q2 		$2.42M Buy
38,605
+14,430
+60% +$908K ﹤0.01% 4430
2024
Q1 		$1.59M Sell
24,175
-23,637
-49% -$1.46M ﹤0.01% 4709
2023
Q4 		$2.94M Buy
47,812
+25,995
+119% +$1.44M ﹤0.01% 4729
2023
Q3 		$1.19M Buy
21,817
+1,001
+5% +$57.6K ﹤0.01% 4696
2023
Q2 		$1.2M Buy
20,816
+14,094
+210% +$770K ﹤0.01% 4730
2023
Q1 		$369K Sell
6,722
-3,285
-33% -$184K ﹤0.01% 5428
2022
Q4 		$532K Hold
10,007
– – ﹤0.01% 5214
2022
Q3 		$498K Buy
10,007
+4,571
+84% +$252K ﹤0.01% 5269
2022
Q2 		$281K Buy
5,436
+461
+9% +$26.1K ﹤0.01% 5718
2022
Q1 		$310K Buy
4,975
+540
+12% +$33.2K ﹤0.01% 5672
2021
Q4 		$294K Buy
4,435
+1,982
+81% +$132K ﹤0.01% 5854
2021
Q3 		$157K Hold
2,453
– – ﹤0.01% 6122
2021
Q2 		$162K Hold
2,453
– – ﹤0.01% 6117
2021
Q1 		$154K Buy
2,453
+1,153
+89% +$71.3K ﹤0.01% 5803
2020
Q4 		$74K Hold
1,300
– – ﹤0.01% 6027
2020
Q3 		$58K Hold
1,300
– – ﹤0.01% 5675
2020
Q2 		$55K Hold
1,300
– – ﹤0.01% 5649
2020
Q1 		$44K Hold
1,300
– – ﹤0.01% 5515
2019
Q4 		$63K Buy
+1,300
New +$60K ﹤0.01% 5794

Other funds holding SMMD

GT
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CTC
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

Morgan Stanley's SMMD Position: Q2 2026 in Review

Morgan Stanley reduced its iShares Russell 2500 ETF (SMMD) stake by 16% in Q2 2026, selling an estimated $1.44M and leaving 88,288 shares worth $8.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3876.

Morgan Stanley first reported a position in SMMD in Q4 2019 and has held it in 27 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Morgan Stanley held 88,288 shares of iShares Russell 2500 ETF worth $8.09M as of Q2 2026.
  • Morgan Stanley sold 16,754 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.44M.
  • iShares Russell 2500 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3876 holding.
  • Morgan Stanley first reported a position in iShares Russell 2500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.