SevenBridge Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

SevenBridge Financial 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
2026 Q2	$281K	Sell	3,036 -56	-2%	-$4.81K	0.04%	183
2026 Q1	$261K	Sell	3,092 -119	-4%	-$9.38K	0.04%	182
2025 Q4	$257K	Sell	3,211 -30	-0.9%	-$2.23K	0.04%	185
2025 Q3	$241K	Sell	3,241 -665	-17%	-$47.4K	0.04%	189
2025 Q2	$275K	Sell	3,906 -3,186	-45%	-$202K	0.05%	179
2025 Q1	$466K	Sell	7,092 -2,881	-29%	-$194K	0.09%	151
2024 Q4	$696K	Hold	9,973	–	–	0.13%	125
2024 Q3	$729K	Buy	9,973 +761	+8%	+$49.6K	0.14%	124
2024 Q2	$575K	Buy	9,212 +671	+8%	+$42.2K	0.13%	124
2024 Q1	$536K	Sell	8,541 -2,890	-25%	-$179K	0.12%	126
2023 Q4	$704K	Buy	11,431 +2,060	+22%	+$114K	0.17%	114
2023 Q3	$511K	Buy	+9,371	New	+$540K	0.13%	123

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

SevenBridge Financial Group's SMMD Position: Q2 2026 in Review

SevenBridge Financial Group reduced its iShares Russell 2500 ETF (SMMD) stake by 1.8% in Q2 2026, selling an estimated $4.81K and leaving 3,036 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #183.

SevenBridge Financial Group first reported a position in SMMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $729K in Q3 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

SevenBridge Financial Group held 3,036 shares of iShares Russell 2500 ETF worth $281K as of Q2 2026.
SevenBridge Financial Group sold 56 iShares Russell 2500 ETF shares in Q2 2026, an estimated $4.81K.
iShares Russell 2500 ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q2 2026, its #183 holding.
SevenBridge Financial Group first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 12 quarters since.
SevenBridge Financial Group's iShares Russell 2500 ETF position peaked at $729K in Q3 2024.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.