Thrivent Financial for Lutherans’s iShares Russell 2500 ETF SMMD Stock Holding History

Thrivent Financial for Lutherans’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	$492K	Buy	5,365 +1	+0%	+$86	﹤0.01%	2324
2026 Q1	$410K	Hold	5,364	–	–	﹤0.01%	2285
2025 Q4	$406K	Buy	5,364 +12	+0.2%	+$894	﹤0.01%	2326
2025 Q3	$395K	Buy	+5,352	New	+$381K	﹤0.01%	2162
2025 Q2	–	Sell	-2,826	Closed	-$207K	–	2563
2025 Q1	$207K	Hold	2,826	–	–	﹤0.01%	2314
2024 Q4	$207K	Buy	+2,826	New	+$198K	﹤0.01%	2508

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans's SMMD Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its iShares Russell 2500 ETF (SMMD) stake by 0.02% in Q2 2026, buying an estimated $86 and bringing the position to 5,365 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Thrivent Financial for Lutherans first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Thrivent Financial for Lutherans held 5,365 shares of iShares Russell 2500 ETF worth $492K as of Q2 2026.
Thrivent Financial for Lutherans bought 1 iShares Russell 2500 ETF share in Q2 2026, an estimated $86.
iShares Russell 2500 ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #2324 holding.
Thrivent Financial for Lutherans first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.