Pinion Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Pinion Investment 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
2025 Q2	–	Sell	-4,339	Closed	-$271K	–	171
2025 Q1	$271K	Hold	4,339	–	–	0.06%	136
2024 Q4	$295K	Hold	4,339	–	–	0.12%	126
2024 Q3	$294K	Sell	4,339 -1,170	-21%	-$76.3K	0.12%	132
2024 Q2	$345K	Sell	5,509 -1,158	-17%	-$72.8K	0.17%	105
2024 Q1	$437K	Sell	6,667 -2,828	-30%	-$175K	0.23%	87
2023 Q4	$585K	Sell	9,495 -20,204	-68%	-$1.12M	0.35%	55
2023 Q3	$1.62M	Buy	29,699 +9,636	+48%	+$555K	1.05%	17
2023 Q2	$1.15M	Buy	+20,063	New	+$1.1M	0.78%	21

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Pinion Investment Advisors's SMMD Position: Q2 2025 in Review

Pinion Investment Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 4,339 shares — an estimated $271K sold.

Pinion Investment Advisors first reported a position in SMMD in Q2 2023 and held it in 8 quarters. The position peaked at $1.62M in Q3 2023. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

Pinion Investment Advisors reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
Pinion Investment Advisors sold 4,339 iShares Russell 2500 ETF shares in Q2 2025, an estimated $271K.
Pinion Investment Advisors first reported a position in iShares Russell 2500 ETF in Q2 2023 and held it in 8 quarters.
Pinion Investment Advisors's iShares Russell 2500 ETF position peaked at $1.62M in Q3 2023.
198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Pinion Investment Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.