SAG
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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
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

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

SageView Advisory Group's SMMD Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Russell 2500 ETF (SMMD) stake by 43% in Q4 2025, selling an estimated $161K and leaving 2,918 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #571.

SageView Advisory Group first reported a position in SMMD in Q1 2025 and has held it in 4 quarters since. The position peaked at $375K in Q3 2025. 221 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • SageView Advisory Group held 2,918 shares of iShares Russell 2500 ETF worth $219K as of Q4 2025.
  • SageView Advisory Group sold 2,163 iShares Russell 2500 ETF shares in Q4 2025, an estimated $161K.
  • iShares Russell 2500 ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #571 holding.
  • SageView Advisory Group first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 4 quarters since.
  • SageView Advisory Group's iShares Russell 2500 ETF position peaked at $375K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.