Savvy Advisors Inc’s iShares Russell 2500 ETF SMMD Stock Holding History

Savvy Advisors Inc’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 Q1	$214K	Buy	+2,799	New	+$221K	0.01%	1027

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Savvy Advisors Inc's SMMD Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 2,799 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1027 among its holdings.

231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Savvy Advisors Inc held 2,799 shares of iShares Russell 2500 ETF worth $214K as of Q1 2026.
iShares Russell 2500 ETF was a new Savvy Advisors Inc position in Q1 2026.
iShares Russell 2500 ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1027 holding.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.