TRUE Private Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

TRUE Private Wealth Advisors’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	$396K	Buy	4,320 +7	+0.2%	+$601	0.03%	200
2026 Q1	$329K	Buy	4,313 +4	+0.1%	+$315	0.03%	207
2025 Q4	$323K	Buy	4,309 +2	+0%	+$149	0.03%	201
2025 Q3	$318K	Hold	4,307	–	–	0.03%	201
2025 Q2	$292K	Sell	4,307 -6	-0.1%	-$380	0.03%	210
2025 Q1	$270K	Sell	4,313 -4	-0.1%	-$270	0.03%	201
2024 Q4	$294K	Sell	4,317 -31	-0.7%	-$2.17K	0.04%	182
2024 Q3	$295K	Hold	4,348	–	–	0.04%	173
2024 Q2	$272K	Buy	4,348 +1	+0%	+$63	0.03%	235
2024 Q1	$285K	Buy	4,347 +1	+0%	+$62	0.03%	240
2023 Q4	$268K	Buy	4,346 +281	+7%	+$15.6K	0.03%	233
2023 Q3	$222K	Sell	4,065 -564	-12%	-$32.5K	0.03%	240
2023 Q2	$266K	Sell	4,629 -9	-0.2%	-$492	0.04%	187
2023 Q1	$254K	Buy	4,638 +2	+0%	+$112	0.04%	193
2022 Q4	$246K	Sell	4,636 -564	-11%	-$30.3K	0.04%	187
2022 Q3	$258K	Sell	5,200 -160	-3%	-$8.83K	0.04%	171
2022 Q2	$276K	Buy	5,360 +1	+0%	+$57	0.04%	176
2022 Q1	$319K	Sell	5,359 -1,894	-26%	-$117K	0.04%	166
2021 Q4	$481K	Sell	7,253 -230	-3%	-$15.3K	0.07%	150
2021 Q3	$480K	Buy	7,483 +33	+0.4%	+$2.15K	0.07%	146
2021 Q2	$493K	Sell	7,450 -7,263	-49%	-$472K	0.07%	139
2021 Q1	$925K	Sell	14,713 -9,424	-39%	-$583K	0.15%	91
2020 Q4	$1.37M	Buy	+24,137	New	+$1.24M	0.23%	65

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

TRUE Private Wealth Advisors's SMMD Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 0.16% in Q2 2026, buying an estimated $601 and bringing the position to 4,320 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #200.

TRUE Private Wealth Advisors first reported a position in SMMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2020. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

TRUE Private Wealth Advisors held 4,320 shares of iShares Russell 2500 ETF worth $396K as of Q2 2026.
TRUE Private Wealth Advisors bought 7 iShares Russell 2500 ETF shares in Q2 2026, an estimated $601.
iShares Russell 2500 ETF made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #200 holding.
TRUE Private Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q4 2020 and has held it in 23 quarters since.
TRUE Private Wealth Advisors's iShares Russell 2500 ETF position peaked at $1.37M in Q4 2020.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.