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Savant Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Savant Capital’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 		$887K Sell
9,683
-136
-1% -$11.7K ﹤0.01% 938
2026
Q1 		$750K Hold
9,819
– – ﹤0.01% 724
2025
Q4 		$736K Sell
9,819
-1
-0% -$74 ﹤0.01% 683
2025
Q3 		$724K Hold
9,820
– – ﹤0.01% 668
2025
Q2 		$666K Sell
9,820
-295
-3% -$18.7K ﹤0.01% 648
2025
Q1 		$633K Sell
10,115
-1
-0% -$67 0.01% 610
2024
Q4 		$688K Sell
10,116
-2
-0% -$140 0.01% 784
2024
Q3 		$685K Sell
10,118
-214
-2% -$14K 0.01% 763
2024
Q2 		$647K Buy
+10,332
New +$650K 0.01% 713

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savant Capital's SMMD Position: Q2 2026 in Review

Savant Capital reduced its iShares Russell 2500 ETF (SMMD) stake by 1.4% in Q2 2026, selling an estimated $11.7K and leaving 9,683 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Savant Capital 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.

  • Savant Capital held 9,683 shares of iShares Russell 2500 ETF worth $887K as of Q2 2026.
  • Savant Capital sold 136 iShares Russell 2500 ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #938 holding.
  • Savant Capital 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 Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.