Northstar Financial Companies’s iShares Russell 2500 ETF SMMD Stock Holding History

Northstar Financial Companies’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	$250K	Buy	+2,730	New	+$234K	0.17%	105

Other funds holding SMMD

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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 $5.53B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Northstar Financial Companies's SMMD Position: Q2 2026 in Review

Northstar Financial Companies opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,730 shares worth $250K. The stake represents 0.17% of the portfolio and ranks #105 among its holdings.

131 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Northstar Financial Companies held 2,730 shares of iShares Russell 2500 ETF worth $250K as of Q2 2026.
iShares Russell 2500 ETF was a new Northstar Financial Companies position in Q2 2026.
iShares Russell 2500 ETF made up 0.17% of Northstar Financial Companies's portfolio in Q2 2026, its #105 holding.
131 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.