Parallel Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Parallel 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	$72K	Sell	943 -200	-17%	-$15.8K	﹤0.01%	1776
2025 Q4	$85.7K	Sell	1,143 -38	-3%	-$2.83K	﹤0.01%	1554
2025 Q3	$87.1K	Sell	1,181 -520	-31%	-$37.1K	﹤0.01%	1495
2025 Q2	$115K	Sell	1,701 -300	-15%	-$19K	﹤0.01%	1285
2025 Q1	$125K	Sell	2,001 -939	-32%	-$63.3K	﹤0.01%	1183
2024 Q4	$200K	Buy	2,940 +789	+37%	+$55.2K	﹤0.01%	933
2024 Q3	$146K	Hold	2,151	–	–	﹤0.01%	1073
2024 Q2	$135K	Sell	2,151 -62	-3%	-$3.9K	﹤0.01%	1036
2024 Q1	$145K	Hold	2,213	–	–	﹤0.01%	999
2023 Q4	$136K	Buy	2,213 +1,970	+811%	+$109K	﹤0.01%	969
2023 Q3	$13.2K	Sell	243 -355	-59%	-$20.4K	﹤0.01%	2066
2023 Q2	$34.4K	Buy	+598	New	+$32.7K	﹤0.01%	1589

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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 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

Parallel Advisors's SMMD Position: Q1 2026 in Review

Parallel Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 17% in Q1 2026, selling an estimated $15.8K and leaving 943 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Parallel Advisors first reported a position in SMMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $200K in Q4 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Parallel Advisors held 943 shares of iShares Russell 2500 ETF worth $72K as of Q1 2026.
Parallel Advisors sold 200 iShares Russell 2500 ETF shares in Q1 2026, an estimated $15.8K.
iShares Russell 2500 ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1776 holding.
Parallel Advisors first reported a position in iShares Russell 2500 ETF in Q2 2023 and has held it in 12 quarters since.
Parallel Advisors's iShares Russell 2500 ETF position peaked at $200K in Q4 2024.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.