Pacific Excel Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Pacific Excel Wealth 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 Q2	$8.25M	Buy	+89,987	New	+$7.73M	3.19%	4

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

Pacific Excel Wealth Advisors's SMMD Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 89,987 shares worth $8.25M. The stake represents 3.19% of the portfolio and ranks #4 among its holdings.

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

Pacific Excel Wealth Advisors held 89,987 shares of iShares Russell 2500 ETF worth $8.25M as of Q2 2026.
iShares Russell 2500 ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares Russell 2500 ETF made up 3.19% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #4 holding.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.