Park Avenue Securities’s iShares Russell 2500 ETF SMMD Stock Holding History

Park Avenue Securities’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	$684K	Buy	7,467 +345	+5%	+$29.6K	﹤0.01%	1142
2026 Q1	$544K	Buy	7,122 +1,302	+22%	+$103K	﹤0.01%	1079
2025 Q4	$436K	Buy	5,820 +1,467	+34%	+$109K	﹤0.01%	1159
2025 Q3	$321K	Buy	4,353 +962	+28%	+$68.5K	﹤0.01%	1392
2025 Q2	$230K	Buy	+3,391	New	+$215K	﹤0.01%	1386

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

Park Avenue Securities's SMMD Position: Q2 2026 in Review

Park Avenue Securities increased its iShares Russell 2500 ETF (SMMD) stake by 4.8% in Q2 2026, buying an estimated $29.6K and bringing the position to 7,467 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Park Avenue Securities first reported a position in SMMD in Q2 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Park Avenue Securities held 7,467 shares of iShares Russell 2500 ETF worth $684K as of Q2 2026.
Park Avenue Securities bought 345 iShares Russell 2500 ETF shares in Q2 2026, an estimated $29.6K.
iShares Russell 2500 ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1142 holding.
Park Avenue Securities first reported a position in iShares Russell 2500 ETF in Q2 2025 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.