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

Wetzel 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
2025
Q2 		– Sell
-5,287
Closed -$331K – 134
2025
Q1 		$331K Buy
5,287
+964
+22% +$65K 0.17% 86
2024
Q4 		$294K Buy
4,323
+361
+9% +$25.2K 0.15% 95
2024
Q3 		$268K Buy
+3,962
New +$258K 0.13% 102

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wetzel Investment Advisors's SMMD Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 5,287 shares — an estimated $331K sold.

Wetzel Investment Advisors first reported a position in SMMD in Q3 2024 and held it in 3 quarters. The position peaked at $331K in Q1 2025. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • Wetzel Investment Advisors reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5,287 iShares Russell 2500 ETF shares in Q2 2025, an estimated $331K.
  • Wetzel Investment Advisors first reported a position in iShares Russell 2500 ETF in Q3 2024 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Russell 2500 ETF position peaked at $331K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.