Sigma Planning Corp’s iShares Russell 2500 ETF SMMD Stock Holding History

Sigma Planning Corp’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	$229K	Buy	+2,500	New	+$215K	0.01%	1257
2022 Q1	–	Sell	-9,469	Closed	-$629K	–	1484
2021 Q4	$629K	Buy	9,469 +2,962	+46%	+$197K	0.02%	746
2021 Q3	$418K	Buy	6,507 +5	+0.1%	+$326	0.01%	900
2021 Q2	$431K	Buy	+6,502	New	+$423K	0.01%	898

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

Sigma Planning Corp's SMMD Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,500 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in SMMD as recently as Q4 2021.

Sigma Planning Corp first reported a position in SMMD in Q2 2021 and has held it in 4 quarters since. The position peaked at $629K in Q4 2021. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Sigma Planning Corp held 2,500 shares of iShares Russell 2500 ETF worth $229K as of Q2 2026.
iShares Russell 2500 ETF was a new Sigma Planning Corp position in Q2 2026.
iShares Russell 2500 ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1257 holding.
Sigma Planning Corp first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 4 quarters since.
Sigma Planning Corp's iShares Russell 2500 ETF position peaked at $629K in Q4 2021.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.