O'Connor Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

O'Connor Financial Group’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	$462K	Buy	5,046 +17	+0.3%	+$1.46K	0.16%	45
2026 Q1	$384K	Buy	5,029 +83	+2%	+$6.54K	0.16%	46
2025 Q4	$396K	Sell	4,946 -133	-3%	-$9.9K	0.16%	48
2025 Q3	$374K	Buy	5,079 +122	+2%	+$8.69K	0.16%	48
2025 Q2	$345K	Buy	4,957 +1,028	+26%	+$65.1K	0.15%	44
2025 Q1	$246K	Buy	3,929 +224	+6%	+$15.1K	0.13%	48
2024 Q4	$252K	Buy	3,705 +233	+7%	+$16.3K	0.13%	50
2024 Q3	$235K	Sell	3,472 -45	-1%	-$2.94K	0.12%	50
2024 Q2	$220K	Buy	3,517 +359	+11%	+$22.6K	0.13%	47
2024 Q1	$207K	Buy	+3,158	New	+$195K	0.12%	44

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

O'Connor Financial Group's SMMD Position: Q2 2026 in Review

O'Connor Financial Group increased its iShares Russell 2500 ETF (SMMD) stake by 0.34% in Q2 2026, buying an estimated $1.46K and bringing the position to 5,046 shares worth $462K. The position accounts for 0.16% of the portfolio, ranked #45.

O'Connor Financial Group first reported a position in SMMD in Q1 2024 and has held it in 10 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

O'Connor Financial Group held 5,046 shares of iShares Russell 2500 ETF worth $462K as of Q2 2026.
O'Connor Financial Group bought 17 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Russell 2500 ETF made up 0.16% of O'Connor Financial Group's portfolio in Q2 2026, its #45 holding.
O'Connor Financial Group first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 10 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.