Pitcairn Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Pitcairn Wealth 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
2026 Q2	$295K	Buy	3,217 +16	+0.5%	+$1.37K	0.03%	237
2026 Q1	$240K	Sell	3,201 -1	-0%	-$79	0.02%	250
2025 Q4	$240K	Buy	+3,202	New	+$238K	0.02%	249

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

Pitcairn Wealth Advisors's SMMD Position: Q2 2026 in Review

Pitcairn Wealth Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 0.5% in Q2 2026, buying an estimated $1.37K and bringing the position to 3,217 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #237.

Pitcairn Wealth Advisors first reported a position in SMMD in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Pitcairn Wealth Advisors held 3,217 shares of iShares Russell 2500 ETF worth $295K as of Q2 2026.
Pitcairn Wealth Advisors bought 16 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.37K.
iShares Russell 2500 ETF made up 0.03% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #237 holding.
Pitcairn Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 3 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.