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

Pure 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
2026 Q2	$8.13M	Buy	88,733 +24,249	+38%	+$2.08M	0.1%	94
2026 Q1	$4.92M	Buy	64,484 +27,140	+73%	+$2.14M	0.07%	111
2025 Q4	$2.8M	Buy	37,344 +22,153	+146%	+$1.65M	0.04%	140
2025 Q3	$1.12M	Buy	15,191 +419	+3%	+$29.9K	0.02%	200
2025 Q2	$1M	Buy	14,772 +3,444	+30%	+$218K	0.02%	206
2025 Q1	$708K	Buy	11,328 +2,879	+34%	+$194K	0.01%	202
2024 Q4	$575K	Buy	8,449 +337	+4%	+$23.6K	0.01%	204
2024 Q3	$549K	Buy	8,112 +1,197	+17%	+$78.1K	0.01%	204
2024 Q2	$433K	Sell	6,915 -1,071	-13%	-$67.4K	0.01%	215
2024 Q1	$524K	Buy	7,986 +876	+12%	+$54.2K	0.02%	192
2023 Q4	$438K	Buy	7,110 +2,794	+65%	+$155K	0.02%	204
2023 Q3	$235K	Sell	4,316 -79	-2%	-$4.55K	0.01%	241
2023 Q2	$253K	Sell	4,395 -250	-5%	-$13.7K	0.01%	229
2023 Q1	$255K	Buy	4,645 +254	+6%	+$14.3K	0.01%	222
2022 Q4	$233K	Buy	+4,391	New	+$236K	0.01%	222

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

Pure Financial Advisors's SMMD Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 38% in Q2 2026, buying an estimated $2.08M and bringing the position to 88,733 shares worth $8.13M. The position accounts for 0.1% of the portfolio, ranked #94.

Pure Financial Advisors first reported a position in SMMD in Q4 2022 and has held it in 15 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Pure Financial Advisors held 88,733 shares of iShares Russell 2500 ETF worth $8.13M as of Q2 2026.
Pure Financial Advisors bought 24,249 iShares Russell 2500 ETF shares in Q2 2026, an estimated $2.08M.
iShares Russell 2500 ETF made up 0.1% of Pure Financial Advisors's portfolio in Q2 2026, its #94 holding.
Pure Financial Advisors first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 15 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.