Raymond James Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

Raymond James Financial’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	$45.5M	Buy	496,885 +51,822	+12%	+$4.45M	0.01%	983
2026 Q1	$34M	Buy	445,063 +88,124	+25%	+$6.95M	0.01%	1113
2025 Q4	$26.7M	Buy	356,939 +164,551	+86%	+$12.3M	0.01%	1240
2025 Q3	$14.2M	Buy	192,388 +33,994	+21%	+$2.42M	﹤0.01%	1661
2025 Q2	$10.7M	Sell	158,394 -25,588	-14%	-$1.62M	﹤0.01%	1809
2025 Q1	$11.5M	Buy	183,982 +18,275	+11%	+$1.23M	﹤0.01%	1700
2024 Q4	$11.3M	Buy	+165,707	New	+$11.6M	﹤0.01%	1757

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

Raymond James Financial's SMMD Position: Q2 2026 in Review

Raymond James Financial increased its iShares Russell 2500 ETF (SMMD) stake by 12% in Q2 2026, buying an estimated $4.45M and bringing the position to 496,885 shares worth $45.5M. The position accounts for 0.01% of the portfolio, ranked #983.

Raymond James Financial first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Raymond James Financial held 496,885 shares of iShares Russell 2500 ETF worth $45.5M as of Q2 2026.
Raymond James Financial bought 51,822 iShares Russell 2500 ETF shares in Q2 2026, an estimated $4.45M.
iShares Russell 2500 ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #983 holding.
Raymond James Financial first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.