Ritholtz Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Ritholtz Wealth 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	$303K	Buy	3,302 +9	+0.3%	+$773	﹤0.01%	1050
2026 Q1	$251K	Sell	3,293 -17	-0.5%	-$1.34K	﹤0.01%	1053
2025 Q4	$248K	Buy	3,310 +13	+0.4%	+$968	﹤0.01%	987
2025 Q3	$243K	Buy	3,297 +11	+0.3%	+$784	﹤0.01%	917
2025 Q2	$223K	Buy	3,286 +11	+0.3%	+$697	﹤0.01%	890
2025 Q1	$205K	Sell	3,275 -48	-1%	-$3.23K	0.01%	861
2024 Q4	$226K	Buy	+3,323	New	+$232K	0.01%	790

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

Ritholtz Wealth Management's SMMD Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 0.27% in Q2 2026, buying an estimated $773 and bringing the position to 3,302 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Ritholtz Wealth Management 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.

Ritholtz Wealth Management held 3,302 shares of iShares Russell 2500 ETF worth $303K as of Q2 2026.
Ritholtz Wealth Management bought 9 iShares Russell 2500 ETF shares in Q2 2026, an estimated $773.
iShares Russell 2500 ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1050 holding.
Ritholtz Wealth Management 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 Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.