SigFig Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

SigFig Wealth Management’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	$16.1M	Buy	176,920 +19,676	+13%	+$1.69M	0.43%	21
2026 Q1	$12M	Buy	157,244 +24,373	+18%	+$1.92M	0.35%	27
2025 Q4	$9.96M	Buy	132,871 +22,375	+20%	+$1.67M	0.3%	41
2025 Q3	$8.14M	Buy	110,496 +15,448	+16%	+$1.1M	0.25%	46
2025 Q2	$6.42M	Buy	95,048 +25,551	+37%	+$1.62M	0.21%	48
2025 Q1	$4.35M	Buy	69,497 +17,359	+33%	+$1.17M	0.16%	56
2024 Q4	$3.54M	Buy	52,138 +15,882	+44%	+$1.11M	0.13%	61
2024 Q3	$2.45M	Buy	36,256 +12,865	+55%	+$839K	0.09%	75
2024 Q2	$1.46M	Buy	23,391 +13,630	+140%	+$857K	0.06%	84
2024 Q1	$640K	Buy	9,761 +6,119	+168%	+$379K	0.02%	105
2023 Q4	$227K	Buy	+3,642	New	+$202K	0.01%	115

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

SigFig Wealth Management's SMMD Position: Q2 2026 in Review

SigFig Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 13% in Q2 2026, buying an estimated $1.69M and bringing the position to 176,920 shares worth $16.1M. The position accounts for 0.43% of the portfolio, ranked #21.

SigFig Wealth Management first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

SigFig Wealth Management held 176,920 shares of iShares Russell 2500 ETF worth $16.1M as of Q2 2026.
SigFig Wealth Management bought 19,676 iShares Russell 2500 ETF shares in Q2 2026, an estimated $1.69M.
iShares Russell 2500 ETF made up 0.43% of SigFig Wealth Management's portfolio in Q2 2026, its #21 holding.
SigFig Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.