Opulen Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Opulen 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	$251K	Sell	2,737 -31	-1%	-$2.66K	0.16%	100
2026 Q1	$211K	Buy	2,768 +6	+0.2%	+$473	0.15%	109
2025 Q4	$207K	Sell	2,762 -29	-1%	-$2.16K	0.15%	107
2025 Q3	$206K	Buy	+2,791	New	+$199K	0.16%	103

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

Opulen Financial Group's SMMD Position: Q2 2026 in Review

Opulen Financial Group reduced its iShares Russell 2500 ETF (SMMD) stake by 1.1% in Q2 2026, selling an estimated $2.66K and leaving 2,737 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #100.

Opulen Financial Group first reported a position in SMMD in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Opulen Financial Group held 2,737 shares of iShares Russell 2500 ETF worth $251K as of Q2 2026.
Opulen Financial Group sold 31 iShares Russell 2500 ETF shares in Q2 2026, an estimated $2.66K.
iShares Russell 2500 ETF made up 0.16% of Opulen Financial Group's portfolio in Q2 2026, its #100 holding.
Opulen Financial Group first reported a position in iShares Russell 2500 ETF in Q3 2025 and has held it in 4 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.