Ulland Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Ulland Investment 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	$1.58M	Sell	17,209 -50	-0.3%	-$4.29K	1.16%	21
2026 Q1	$1.32M	Sell	17,259 -81	-0.5%	-$6.39K	1.13%	22
2025 Q4	$1.3M	Sell	17,340 -740	-4%	-$55.1K	1.04%	22
2025 Q3	$1.33M	Sell	18,080 -425	-2%	-$30.3K	1%	21
2025 Q2	$1.25M	Sell	18,505 -1,655	-8%	-$105K	0.96%	24
2025 Q1	$1.26M	Sell	20,160 -6,635	-25%	-$447K	1.05%	23
2024 Q4	$1.82M	Buy	26,795 +245	+0.9%	+$17.1K	1.16%	19
2024 Q3	$1.8M	Sell	26,550 -1,227	-4%	-$80K	1.32%	20
2024 Q2	$1.74M	Sell	27,777 -1,000	-3%	-$62.9K	1.21%	20
2024 Q1	$1.89M	Buy	28,777 +643	+2%	+$39.8K	1.51%	19
2023 Q4	$1.73M	Buy	+28,134	New	+$1.56M	1.75%	15

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

Ulland Investment Advisors's SMMD Position: Q2 2026 in Review

Ulland Investment Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 0.29% in Q2 2026, selling an estimated $4.29K and leaving 17,209 shares worth $1.58M. The position accounts for 1.16% of the portfolio, ranked #21.

Ulland Investment Advisors first reported a position in SMMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q1 2024. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Ulland Investment Advisors held 17,209 shares of iShares Russell 2500 ETF worth $1.58M as of Q2 2026.
Ulland Investment Advisors sold 50 iShares Russell 2500 ETF shares in Q2 2026, an estimated $4.29K.
iShares Russell 2500 ETF made up 1.16% of Ulland Investment Advisors's portfolio in Q2 2026, its #21 holding.
Ulland Investment Advisors first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 11 quarters since.
Ulland Investment Advisors's iShares Russell 2500 ETF position peaked at $1.89M in Q1 2024.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.