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Plante Moran Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-477
Closed -$32.3K – 856
2025
Q2 		$32.3K Buy
477
+311
+187% +$19.7K ﹤0.01% 405
2025
Q1 		$10.4K Buy
+166
New +$11.2K ﹤0.01% 562

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Plante Moran Financial Advisors's SMMD Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q3 2025, closing a stake of 477 shares — an estimated $32.3K sold.

Plante Moran Financial Advisors first reported a position in SMMD in Q1 2025 and held it in 2 quarters. The position peaked at $32.3K in Q2 2025. 192 funds tracked by Wall St. Rank hold SMMD as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining iShares Russell 2500 ETF position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 477 iShares Russell 2500 ETF shares in Q3 2025, an estimated $32.3K.
  • Plante Moran Financial Advisors first reported a position in iShares Russell 2500 ETF in Q1 2025 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares Russell 2500 ETF position peaked at $32.3K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.