Simplicity Wealth’s iShares Russell 2500 ETF SMMD Stock Holding History

Simplicity Wealth’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	$384K	Buy	4,189 +958	+30%	+$82.3K	0.01%	737
2026 Q1	$247K	Buy	+3,231	New	+$255K	0.01%	655
2025 Q4	–	Sell	-169,570	Closed	-$12.5M	–	771
2025 Q3	$12.5M	Sell	169,570 -1,518	-0.9%	-$108K	0.72%	21
2025 Q2	$11.6M	Buy	171,088 +30,733	+22%	+$1.95M	0.48%	42
2025 Q1	$8.78M	Buy	140,355 +21,680	+18%	+$1.46M	0.68%	26
2024 Q4	$8.07M	Buy	118,675 +3,884	+3%	+$272K	1.68%	9
2024 Q3	$7.77M	Buy	114,791 +90,154	+366%	+$5.88M	0.72%	30
2024 Q2	$1.54M	Buy	24,637 +3,903	+19%	+$246K	0.03%	409
2024 Q1	$1.36M	Buy	+20,734	New	+$1.28M	0.03%	438

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

Simplicity Wealth's SMMD Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Russell 2500 ETF (SMMD) stake by 30% in Q2 2026, buying an estimated $82.3K and bringing the position to 4,189 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #737.

Simplicity Wealth first reported a position in SMMD in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q3 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Simplicity Wealth held 4,189 shares of iShares Russell 2500 ETF worth $384K as of Q2 2026.
Simplicity Wealth bought 958 iShares Russell 2500 ETF shares in Q2 2026, an estimated $82.3K.
iShares Russell 2500 ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #737 holding.
Simplicity Wealth first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares Russell 2500 ETF position peaked at $12.5M in Q3 2025.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.