Smartleaf Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Smartleaf Asset 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	$3.11M	Hold	34,205	–	–	0.1%	178
2026 Q1	$2.52M	Sell	34,205 -5,012	-13%	-$395K	0.09%	200
2025 Q4	$2.96M	Hold	39,217	–	–	0.11%	161
2025 Q3	$2.89M	Sell	39,217 -65	-0.2%	-$4.63K	0.18%	121
2025 Q2	$2.65M	Buy	39,282 +878	+2%	+$55.6K	0.23%	89
2025 Q1	$2.41M	Sell	38,404 -1,739	-4%	-$117K	0.23%	92
2024 Q4	$2.73M	Sell	40,143 -1,993	-5%	-$139K	0.28%	75
2024 Q3	$2.85M	Sell	42,136 -3,263	-7%	-$213K	0.35%	61
2024 Q2	$2.83M	Buy	45,399 +1,472	+3%	+$92.6K	0.46%	39
2024 Q1	$2.86M	Sell	43,927 -2,748	-6%	-$170K	0.55%	38
2023 Q4	$2.91M	Buy	+46,675	New	+$2.59M	0.78%	28

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

Smartleaf Asset Management's SMMD Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 34,205 shares worth $3.11M. The position accounts for 0.1% of the portfolio, ranked #178.

Smartleaf Asset 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.

Smartleaf Asset Management held 34,205 shares of iShares Russell 2500 ETF worth $3.11M as of Q2 2026.
Smartleaf Asset Management left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
iShares Russell 2500 ETF made up 0.1% of Smartleaf Asset Management's portfolio in Q2 2026, its #178 holding.
Smartleaf Asset 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.