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TD Private Client Wealth’s iShares Russell 2500 ETF SMMD Stock Holding History

TD Private Client Wealth’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 		$1.54M Buy
16,759
+11,424
+214% +$981K 0.03% 312
2026
Q1 		$407K Sell
5,335
-220
-4% -$17.3K 0.01% 516
2025
Q4 		$416K Buy
5,555
+1,889
+52% +$141K 0.01% 514
2025
Q3 		$270K Buy
3,666
+733
+25% +$52.2K 0.01% 603
2025
Q2 		$199K Buy
2,933
+81
+3% +$5.13K ﹤0.01% 636
2025
Q1 		$178K Buy
2,852
+167
+6% +$11.3K ﹤0.01% 628
2024
Q4 		$183K Sell
2,685
-587
-18% -$41K 0.01% 618
2024
Q3 		$222K Hold
3,272
– – 0.01% 580
2024
Q2 		$205K Buy
3,272
+1,734
+113% +$109K 0.01% 569
2024
Q1 		$101K Hold
1,538
– – ﹤0.01% 690
2023
Q4 		$94.7K Sell
1,538
-12
-0.8% -$665 ﹤0.01% 697
2023
Q3 		$84.5K Sell
1,550
-25
-2% -$1.44K ﹤0.01% 679
2023
Q2 		$90.5K Sell
1,575
-59
-4% -$3.22K ﹤0.01% 678
2023
Q1 		$89.6K Buy
1,634
+1,293
+379% +$72.6K ﹤0.01% 665
2022
Q4 		$18.1K Buy
+341
New +$18.3K ﹤0.01% 927

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

TD Private Client Wealth's SMMD Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares Russell 2500 ETF (SMMD) stake by 214% in Q2 2026, buying an estimated $981K and bringing the position to 16,759 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #312.

TD Private Client Wealth first reported a position in SMMD in Q4 2022 and has held it in 15 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • TD Private Client Wealth held 16,759 shares of iShares Russell 2500 ETF worth $1.54M as of Q2 2026.
  • TD Private Client Wealth bought 11,424 iShares Russell 2500 ETF shares in Q2 2026, an estimated $981K.
  • iShares Russell 2500 ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #312 holding.
  • TD Private Client Wealth first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.