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Strong Tower Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Strong Tower Advisory Services’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 		– Sell
-12,419
Closed -$931K – 99
2025
Q4 		$931K Buy
12,419
+852
+7% +$63.4K 0.17% 80
2025
Q3 		$853K Buy
11,567
+818
+8% +$58.3K 0.16% 81
2025
Q2 		$729K Sell
10,749
-205
-2% -$13K 0.14% 84
2025
Q1 		$614K Sell
10,954
-4,994
-31% -$337K 0.15% 83
2024
Q4 		$1.08M Sell
15,948
-4,397
-22% -$307K 0.28% 69
2024
Q3 		$1.38M Buy
20,345
+1,485
+8% +$96.9K 0.38% 67
2024
Q2 		$1.18M Buy
18,860
+1,385
+8% +$87.1K 0.39% 66
2024
Q1 		$1.13M Buy
17,475
+1,774
+11% +$110K 0.46% 52
2023
Q4 		$967K Buy
15,701
+957
+6% +$53K 0.43% 56
2023
Q3 		$804K Buy
14,744
+339
+2% +$19.5K 0.4% 57
2023
Q2 		$828K Buy
14,405
+5,325
+59% +$291K 0.39% 58
2023
Q1 		$498K Sell
9,080
-5
-0.1% -$281 0.26% 76
2022
Q4 		$483K Buy
9,085
+525
+6% +$28.2K 0.29% 75
2022
Q3 		$426K Buy
8,560
+80
+0.9% +$4.42K 0.25% 81
2022
Q2 		$438K Buy
8,480
+699
+9% +$39.5K 0.24% 87
2022
Q1 		$485K Buy
7,781
+1,697
+28% +$104K 0.25% 85
2021
Q4 		$404K Buy
+6,084
New +$405K 0.22% 94

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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Strong Tower Advisory Services's SMMD Position: Q1 2026 in Review

Strong Tower Advisory Services sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 12,419 shares — an estimated $931K sold.

Strong Tower Advisory Services first reported a position in SMMD in Q4 2021 and held it in 17 quarters. The position peaked at $1.38M in Q3 2024. 233 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Strong Tower Advisory Services reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • Strong Tower Advisory Services sold 12,419 iShares Russell 2500 ETF shares in Q1 2026, an estimated $931K.
  • Strong Tower Advisory Services first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 17 quarters.
  • Strong Tower Advisory Services's iShares Russell 2500 ETF position peaked at $1.38M in Q3 2024.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Strong Tower Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.