SPIA
SMMD icon

Steward Partners Investment Advisory’s iShares Russell 2500 ETF SMMD Stock Holding History

Steward Partners Investment Advisory’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 		$2.05M Hold
22,390
– – 0.01% 908
2026
Q1 		$1.71M Buy
+22,390
New +$1.77M 0.01% 918

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

Steward Partners Investment Advisory's SMMD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 22,390 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #908.

Steward Partners Investment Advisory first reported a position in SMMD in Q1 2026 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Steward Partners Investment Advisory held 22,390 shares of iShares Russell 2500 ETF worth $2.05M as of Q2 2026.
  • Steward Partners Investment Advisory left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
  • iShares Russell 2500 ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #908 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.