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

&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
2026
Q2 		$389K Buy
4,249
+479
+13% +$41.1K ﹤0.01% 1977
2026
Q1 		$288K Buy
+3,770
New +$297K ﹤0.01% 2024

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

&Partners's SMMD Position: Q2 2026 in Review

&Partners increased its iShares Russell 2500 ETF (SMMD) stake by 13% in Q2 2026, buying an estimated $41.1K and bringing the position to 4,249 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

&Partners first reported a position in SMMD in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • &Partners held 4,249 shares of iShares Russell 2500 ETF worth $389K as of Q2 2026.
  • &Partners bought 479 iShares Russell 2500 ETF shares in Q2 2026, an estimated $41.1K.
  • iShares Russell 2500 ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1977 holding.
  • &Partners first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.