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Stephens Inc’s iShares Russell 2500 ETF SMMD Stock Holding History

Stephens Inc’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 		$3.36M Buy
36,633
+32,036
+697% +$2.75M 0.04% 382
2026
Q1 		$351K Buy
+4,597
New +$362K ﹤0.01% 978
2019
Q1 		– Sell
-21,534
Closed -$823K – 1203
2018
Q4 		$823K Buy
+21,534
New +$916K 0.02% 566

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stephens Inc's SMMD Position: Q2 2026 in Review

Stephens Inc increased its iShares Russell 2500 ETF (SMMD) stake by 697% in Q2 2026, buying an estimated $2.75M and bringing the position to 36,633 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #382.

Stephens Inc first reported a position in SMMD in Q4 2018 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Stephens Inc held 36,633 shares of iShares Russell 2500 ETF worth $3.36M as of Q2 2026.
  • Stephens Inc bought 32,036 iShares Russell 2500 ETF shares in Q2 2026, an estimated $2.75M.
  • iShares Russell 2500 ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #382 holding.
  • Stephens Inc first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.