SageView Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

SageView Advisory Group’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	$267K	Hold	2,918	–	–	0.01%	530
2026 Q1	$223K	Hold	2,918	–	–	0.01%	551
2025 Q4	$219K	Sell	2,918 -2,163	-43%	-$161K	0.01%	571
2025 Q3	$375K	Hold	5,081	–	–	0.01%	451
2025 Q2	$357K	Sell	5,081 -457	-8%	-$29K	0.01%	442
2025 Q1	$346K	Buy	+5,538	New	+$373K	0.01%	432

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

SageView Advisory Group's SMMD Position: Q2 2026 in Review

SageView Advisory Group held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 2,918 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #530.

SageView Advisory Group first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $375K in Q3 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

SageView Advisory Group held 2,918 shares of iShares Russell 2500 ETF worth $267K as of Q2 2026.
SageView Advisory Group left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #530 holding.
SageView Advisory Group first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
SageView Advisory Group's iShares Russell 2500 ETF position peaked at $375K in Q3 2025.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.