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Private Advisor Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Private Advisor 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
Q2 		$1.36M Sell
14,853
-2,894
-16% -$249K 0.01% 1203
2026
Q1 		$1.36M Sell
17,747
-505
-3% -$39.8K 0.01% 1234
2025
Q4 		$1.37M Buy
18,252
+4,726
+35% +$352K 0.01% 1226
2025
Q3 		$997K Buy
13,526
+2,754
+26% +$196K ﹤0.01% 1371
2025
Q2 		$730K Buy
10,772
+3,534
+49% +$224K ﹤0.01% 1478
2025
Q1 		$453K Buy
7,238
+94
+1% +$6.33K ﹤0.01% 1652
2024
Q4 		$486K Sell
7,144
-4,802
-40% -$336K ﹤0.01% 1595
2024
Q3 		$809K Buy
11,946
+23
+0.2% +$1.5K 0.01% 1347
2024
Q2 		$746K Buy
11,923
+2,984
+33% +$188K 0.01% 1339
2024
Q1 		$587K Sell
8,939
-3,044
-25% -$188K ﹤0.01% 1423
2023
Q4 		$738K Buy
+11,983
New +$664K 0.01% 1279
2022
Q4 		– Sell
-13,216
Closed -$658K – 1930
2022
Q3 		$658K Buy
13,216
+1,733
+15% +$95.7K 0.01% 1111
2022
Q2 		$593K Sell
11,483
-996
-8% -$56.3K 0.01% 1314
2022
Q1 		$778K Buy
12,479
+2,868
+30% +$176K 0.01% 1210
2021
Q4 		$638K Buy
9,611
+1
+0% +$67 ﹤0.01% 1330
2021
Q3 		$617K Buy
9,610
+515
+6% +$33.6K ﹤0.01% 1408
2021
Q2 		$602K Buy
9,095
+5,741
+171% +$373K 0.01% 1303
2021
Q1 		$211K Buy
+3,354
New +$207K ﹤0.01% 1714
2020
Q3 		– Sell
-521
Closed -$22K – 3139
2020
Q2 		$22K Buy
+521
New +$20.4K ﹤0.01% 2528

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

Private Advisor Group's SMMD Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Russell 2500 ETF (SMMD) stake by 16% in Q2 2026, selling an estimated $249K and leaving 14,853 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1203.

Private Advisor Group first reported a position in SMMD in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Private Advisor Group held 14,853 shares of iShares Russell 2500 ETF worth $1.36M as of Q2 2026.
  • Private Advisor Group sold 2,894 iShares Russell 2500 ETF shares in Q2 2026, an estimated $249K.
  • iShares Russell 2500 ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1203 holding.
  • Private Advisor Group first reported a position in iShares Russell 2500 ETF in Q2 2020 and has held it in 19 quarters since.
  • Private Advisor Group's iShares Russell 2500 ETF position peaked at $1.37M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.