OIA
SMMD icon

OneDigital Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

OneDigital Investment 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 		$5.48M Sell
71,783
-6,484
-8% -$511K 0.05% 267
2025
Q4 		$5.87M Sell
78,267
-420
-0.5% -$31.3K 0.06% 248
2025
Q3 		$5.8M Sell
78,687
-147
-0.2% -$10.5K 0.06% 236
2025
Q2 		$5.34M Buy
78,834
+439
+0.6% +$27.8K 0.06% 239
2025
Q1 		$4.9M Sell
78,395
-3,280
-4% -$221K 0.06% 235
2024
Q4 		$5.55M Buy
81,675
+44,793
+121% +$3.13M 0.06% 224
2024
Q3 		$2.5M Buy
36,882
+12,638
+52% +$824K 0.03% 381
2024
Q2 		$1.52M Buy
24,244
+9,729
+67% +$612K 0.02% 486
2024
Q1 		$952K Buy
14,515
+7,894
+119% +$488K 0.02% 525
2023
Q4 		$408K Buy
+6,621
New +$367K 0.01% 797

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 $245B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 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