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NewEdge Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

NewEdge 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 		$520K Buy
6,816
+400
+6% +$31.5K ﹤0.01% 1961
2025
Q4 		$481K Buy
6,416
+257
+4% +$19.1K ﹤0.01% 1994
2025
Q3 		$454K Sell
6,159
-145
-2% -$10.3K ﹤0.01% 1885
2025
Q2 		$427K Buy
6,304
+4,727
+300% +$300K ﹤0.01% 1792
2025
Q1 		$98.6K Sell
1,577
-3
-0.2% -$202 ﹤0.01% 2294
2024
Q4 		$107K Buy
1,580
+7
+0.4% +$489 ﹤0.01% 2255
2024
Q3 		$107K Buy
1,573
+5
+0.3% +$326 ﹤0.01% 2172
2024
Q2 		$98.1K Sell
1,568
-1,951
-55% -$123K ﹤0.01% 2122
2024
Q1 		$231K Buy
3,519
+682
+24% +$42.2K ﹤0.01% 1774
2023
Q4 		$175K Buy
+2,837
New +$157K ﹤0.01% 1760
2023
Q1 		– Sell
-1,369
Closed -$72.7K – 4054
2022
Q4 		$72.7K Buy
+1,369
New +$73.5K ﹤0.01% 1573

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

NewEdge Advisors's SMMD Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 6.2% in Q1 2026, buying an estimated $31.5K and bringing the position to 6,816 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

NewEdge Advisors first reported a position in SMMD in Q4 2022 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • NewEdge Advisors held 6,816 shares of iShares Russell 2500 ETF worth $520K as of Q1 2026.
  • NewEdge Advisors bought 400 iShares Russell 2500 ETF shares in Q1 2026, an estimated $31.5K.
  • iShares Russell 2500 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1961 holding.
  • NewEdge Advisors first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.