SC&H Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

SC&H Financial 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
2025 Q2	–	Sell	-7,890	Closed	-$493K	–	158
2025 Q1	$493K	Buy	7,890 +2,300	+41%	+$155K	0.1%	90
2024 Q4	$380K	Buy	5,590 +756	+16%	+$52.9K	0.08%	101
2024 Q3	$327K	Buy	4,834 +1,567	+48%	+$102K	0.07%	116
2024 Q2	$205K	Buy	+3,267	New	+$206K	0.05%	139
2022 Q1	–	Sell	-6,206	Closed	-$412K	–	158
2021 Q4	$412K	Buy	+6,206	New	+$413K	0.23%	103

Other funds holding SMMD

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

FWIA

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SC&H Financial Advisors's SMMD Position: Q2 2025 in Review

SC&H Financial Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 7,890 shares — an estimated $493K sold.

SC&H Financial Advisors first reported a position in SMMD in Q4 2021 and held it in 5 quarters. The position peaked at $493K in Q1 2025. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

SC&H Financial Advisors reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
SC&H Financial Advisors sold 7,890 iShares Russell 2500 ETF shares in Q2 2025, an estimated $493K.
SC&H Financial Advisors first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 5 quarters.
SC&H Financial Advisors's iShares Russell 2500 ETF position peaked at $493K in Q1 2025.
198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on SC&H Financial Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.