Sanctuary Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Sanctuary Advisors’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	$773K	Buy	8,433 +471	+6%	+$40.4K	﹤0.01%	1650
2026 Q1	$608K	Buy	7,962 +216	+3%	+$17K	﹤0.01%	1649
2025 Q4	$580K	Buy	7,746 +1,540	+25%	+$115K	﹤0.01%	1637
2025 Q3	$458K	Buy	6,206 +83	+1%	+$5.91K	﹤0.01%	1766
2025 Q2	$415K	Buy	6,123 +1,371	+29%	+$86.9K	﹤0.01%	1723
2025 Q1	$297K	Buy	4,752 +295	+7%	+$19.9K	﹤0.01%	1800
2024 Q4	$316K	Buy	4,457 +22	+0.5%	+$1.54K	﹤0.01%	1963
2024 Q3	$324K	Sell	4,435 -472	-10%	-$30.8K	﹤0.01%	1941
2024 Q2	$304K	Buy	+4,907	New	+$309K	﹤0.01%	1950

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

Sanctuary Advisors's SMMD Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 5.9% in Q2 2026, buying an estimated $40.4K and bringing the position to 8,433 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Sanctuary Advisors first reported a position in SMMD in Q2 2024 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Sanctuary Advisors held 8,433 shares of iShares Russell 2500 ETF worth $773K as of Q2 2026.
Sanctuary Advisors bought 471 iShares Russell 2500 ETF shares in Q2 2026, an estimated $40.4K.
iShares Russell 2500 ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1650 holding.
Sanctuary Advisors first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 9 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.