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Pinnacle Wealth Management Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1.6M Buy
+20,988
New +$1.65M 0.11% 136

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

Pinnacle Wealth Management Advisory Group's SMMD Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 20,988 shares worth $1.6M. The stake represents 0.11% of the portfolio and ranks #136 among its holdings.

231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 20,988 shares of iShares Russell 2500 ETF worth $1.6M as of Q1 2026.
  • iShares Russell 2500 ETF was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
  • iShares Russell 2500 ETF made up 0.11% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #136 holding.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.