Optivise Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Optivise Advisory Services’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	$230K	Buy	+2,506	New	+$215K	0.12%	191

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

Optivise Advisory Services's SMMD Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,506 shares worth $230K. The stake represents 0.12% of the portfolio and ranks #191 among its holdings.

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

Optivise Advisory Services held 2,506 shares of iShares Russell 2500 ETF worth $230K as of Q2 2026.
iShares Russell 2500 ETF was a new Optivise Advisory Services position in Q2 2026.
iShares Russell 2500 ETF made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #191 holding.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.