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ORG Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

ORG Partners’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
2025
Q4 		$56.5K Hold
754
– – 0.01% 562
2025
Q3 		$55.6K Hold
754
– – 0.01% 565
2025
Q2 		$51.6K Sell
754
-186
-20% -$11.8K 0.01% 532
2025
Q1 		$59K Sell
940
-110
-10% -$7.41K 0.01% 461
2024
Q4 		$71.4K Buy
1,050
+296
+39% +$20.7K 0.01% 491
2024
Q3 		$51.1K Hold
754
– – 0.01% 509
2024
Q2 		$46.7K Buy
+754
New +$47.4K 0.01% 812
2024
Q1 		– Sell
-754
Closed -$46.4K – 1006
2023
Q4 		$46.4K Hold
754
– – 0.01% 532
2023
Q3 		$41.1K Hold
754
– – 0.01% 550
2023
Q2 		$43.5K Buy
+754
New +$41.2K 0.01% 696

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

ORG Partners's SMMD Position: Q4 2025 in Review

ORG Partners held its iShares Russell 2500 ETF (SMMD) position steady in Q4 2025 at 754 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #562.

ORG Partners first reported a position in SMMD in Q2 2023 and has held it in 10 quarters since. The position peaked at $71.4K in Q4 2024. 221 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • ORG Partners held 754 shares of iShares Russell 2500 ETF worth $56.5K as of Q4 2025.
  • ORG Partners left its iShares Russell 2500 ETF share count unchanged in Q4 2025.
  • iShares Russell 2500 ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #562 holding.
  • ORG Partners first reported a position in iShares Russell 2500 ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's iShares Russell 2500 ETF position peaked at $71.4K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.