Wealthspire Advisors (New York)’s iShares Russell 2500 ETF SMMD Stock Holding History

Wealthspire Advisors (New York)’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	$41.3M	Buy	540,334 +32,749	+6%	+$2.58M	0.32%	50
2025 Q4	$38M	Buy	507,585 +7,623	+2%	+$568K	0.3%	53
2025 Q3	$36.9M	Sell	499,962 -3,426	-0.7%	-$244K	0.19%	59
2025 Q2	$34.1M	Buy	503,388 +21,416	+4%	+$1.36M	0.19%	58
2025 Q1	$30.1M	Buy	481,972 +12,590	+3%	+$848K	0.18%	64
2024 Q4	$31.9M	Buy	469,382 +42,569	+10%	+$2.98M	0.32%	51
2024 Q3	$28.9M	Buy	426,813 +27,823	+7%	+$1.82M	0.29%	53
2024 Q2	$25M	Sell	398,990 -25,371	-6%	-$1.6M	0.32%	43
2024 Q1	$27.8M	Sell	424,361 -695	-0.2%	-$43K	0.37%	39
2023 Q4	$26.2M	Buy	425,056 +52,101	+14%	+$2.89M	0.37%	40
2023 Q3	$20.3M	Sell	372,955 -1,350	-0.4%	-$77.7K	0.34%	41
2023 Q2	$21.5M	Buy	374,305 +11,452	+3%	+$626K	0.35%	44
2023 Q1	$19.9M	Buy	362,853 +47,373	+15%	+$2.66M	0.34%	45
2022 Q4	$16.8M	Buy	315,480 +104,062	+49%	+$5.59M	0.31%	49
2022 Q3	$10.5M	Buy	211,418 +32,036	+18%	+$1.77M	0.22%	61
2022 Q2	$9.26M	Buy	+179,382	New	+$10.1M	0.19%	62

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 28.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMMD Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell 2500 ETF (SMMD) stake by 6.5% in Q1 2026, buying an estimated $2.58M and bringing the position to 540,334 shares worth $41.3M. The position accounts for 0.32% of the portfolio, ranked #50.

Wealthspire Advisors (New York) first reported a position in SMMD in Q2 2022 and has held it in 16 quarters since. 232 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Wealthspire Advisors (New York) held 540,334 shares of iShares Russell 2500 ETF worth $41.3M as of Q1 2026.
Wealthspire Advisors (New York) bought 32,749 iShares Russell 2500 ETF shares in Q1 2026, an estimated $2.58M.
iShares Russell 2500 ETF made up 0.32% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #50 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 2500 ETF in Q2 2022 and has held it in 16 quarters since.
232 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.