Retirement Planning Group (Kansas)’s iShares Russell 2500 ETF SMMD Stock Holding History

Retirement Planning Group (Kansas)’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	$4.16M	Sell	45,393 -254	-0.6%	-$21.8K	0.11%	96
2026 Q1	$3.49M	Buy	45,647 +736	+2%	+$58K	0.11%	86
2025 Q4	$3.37M	Buy	44,911 +1,449	+3%	+$108K	0.11%	83
2025 Q3	$3.2M	Hold	43,462	–	–	0.11%	81
2025 Q2	$2.95M	Buy	43,462 +29,876	+220%	+$1.89M	0.13%	64
2025 Q1	$850K	Buy	+13,586	New	+$916K	0.04%	150

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

Retirement Planning Group (Kansas)'s SMMD Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Russell 2500 ETF (SMMD) stake by 0.56% in Q2 2026, selling an estimated $21.8K and leaving 45,393 shares worth $4.16M. The position accounts for 0.11% of the portfolio, ranked #96.

Retirement Planning Group (Kansas) first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Retirement Planning Group (Kansas) held 45,393 shares of iShares Russell 2500 ETF worth $4.16M as of Q2 2026.
Retirement Planning Group (Kansas) sold 254 iShares Russell 2500 ETF shares in Q2 2026, an estimated $21.8K.
iShares Russell 2500 ETF made up 0.11% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #96 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.