QRG Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

QRG Capital Management’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	$1.69M	Buy	18,494 +5,443	+42%	+$467K	0.01%	499
2026 Q1	$996K	Buy	+13,051	New	+$1.03M	0.01%	568

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

QRG Capital Management's SMMD Position: Q2 2026 in Review

QRG Capital Management increased its iShares Russell 2500 ETF (SMMD) stake by 42% in Q2 2026, buying an estimated $467K and bringing the position to 18,494 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #499.

QRG Capital Management first reported a position in SMMD in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

QRG Capital Management held 18,494 shares of iShares Russell 2500 ETF worth $1.69M as of Q2 2026.
QRG Capital Management bought 5,443 iShares Russell 2500 ETF shares in Q2 2026, an estimated $467K.
iShares Russell 2500 ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #499 holding.
QRG Capital Management first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 2 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.