Single Point Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Single Point Partners’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	$22.8K	Buy	22,779 +4,887	+27%	+$420K	﹤0.01%	102
2026 Q1	$17.9K	Hold	17,892	–	–	﹤0.01%	83
2025 Q4	$17.9K	Buy	17,892 +5,449	+44%	+$406K	﹤0.01%	87
2025 Q3	$12.4K	Hold	12,443	–	–	﹤0.01%	89
2025 Q2	$12K	Hold	12,443	–	–	﹤0.01%	88
2025 Q1	$12K	Hold	12,443	–	–	﹤0.01%	87
2024 Q4	$12K	Buy	12,443 +2,153	+21%	+$151K	﹤0.01%	81
2024 Q3	$10K	Buy	+10,290	New	+$671K	0.02%	34
2021 Q3	–	Sell	-3,134	Closed	-$208K	–	75
2021 Q2	$208K	Sell	3,134 -94	-3%	-$6.11K	0.07%	71
2021 Q1	$206K	Buy	+3,228	New	+$200K	0.08%	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

Single Point Partners's SMMD Position: Q2 2026 in Review

Single Point Partners increased its iShares Russell 2500 ETF (SMMD) stake by 27% in Q2 2026, buying an estimated $420K and bringing the position to 22,779 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Single Point Partners first reported a position in SMMD in Q1 2021 and has held it in 10 quarters since. The position peaked at $208K in Q2 2021. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Single Point Partners held 22,779 shares of iShares Russell 2500 ETF worth $22.8K as of Q2 2026.
Single Point Partners bought 4,887 iShares Russell 2500 ETF shares in Q2 2026, an estimated $420K.
iShares Russell 2500 ETF made up ﹤0.01% of Single Point Partners's portfolio in Q2 2026, its #102 holding.
Single Point Partners first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 10 quarters since.
Single Point Partners's iShares Russell 2500 ETF position peaked at $208K in Q2 2021.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.