Sierra Summit Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Sierra Summit 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	$1.08M	Buy	11,815 +204	+2%	+$17.5K	0.12%	122
2026 Q1	$887K	Buy	11,611 +2,209	+23%	+$174K	0.13%	123
2025 Q4	$705K	Buy	9,402 +1,006	+12%	+$74.9K	0.11%	132
2025 Q3	$619K	Sell	8,396 -124	-1%	-$8.84K	0.09%	147
2025 Q2	$577K	Buy	8,520 +182	+2%	+$11.5K	0.1%	146
2025 Q1	$521K	Sell	8,338 -3,563	-30%	-$240K	0.11%	148
2024 Q4	$809K	Buy	+11,901	New	+$832K	0.16%	78

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

Sierra Summit Advisors's SMMD Position: Q2 2026 in Review

Sierra Summit Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 1.8% in Q2 2026, buying an estimated $17.5K and bringing the position to 11,815 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #122.

Sierra Summit Advisors first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Sierra Summit Advisors held 11,815 shares of iShares Russell 2500 ETF worth $1.08M as of Q2 2026.
Sierra Summit Advisors bought 204 iShares Russell 2500 ETF shares in Q2 2026, an estimated $17.5K.
iShares Russell 2500 ETF made up 0.12% of Sierra Summit Advisors's portfolio in Q2 2026, its #122 holding.
Sierra Summit Advisors first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.