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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
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

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Park Avenue Securities's SMMD Position: Q1 2026 in Review

Park Avenue Securities increased its iShares Russell 2500 ETF (SMMD) stake by 22% in Q1 2026, buying an estimated $103K and bringing the position to 7,122 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Park Avenue Securities first reported a position in SMMD in Q2 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Park Avenue Securities held 7,122 shares of iShares Russell 2500 ETF worth $544K as of Q1 2026.
  • Park Avenue Securities bought 1,302 iShares Russell 2500 ETF shares in Q1 2026, an estimated $103K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q1 2026, its #1079 holding.
  • Park Avenue Securities first reported a position in iShares Russell 2500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.