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Strategic Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Strategic Wealth 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
Q1 		$51 Hold
1
– – ﹤0.01% 1418
2025
Q4 		$50 Sell
1
-559
-100% -$41.6K ﹤0.01% 1410
2025
Q3 		$41.3K Buy
+560
New +$39.9K ﹤0.01% 591

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Strategic Wealth Partners's SMMD Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 1 share worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Strategic Wealth Partners first reported a position in SMMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $41.3K in Q3 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Strategic Wealth Partners held 1 share of iShares Russell 2500 ETF worth $51 as of Q1 2026.
  • Strategic Wealth Partners left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1418 holding.
  • Strategic Wealth Partners first reported a position in iShares Russell 2500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's iShares Russell 2500 ETF position peaked at $41.3K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.