William Blair & Company
SMMD icon

William Blair & Company’s iShares Russell 2500 ETF SMMD Stock Holding History

William Blair & Company’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 		$44M Buy
480,198
+65,787
+16% +$5.65M 0.11% 157
2026
Q1 		$31.6M Sell
414,411
-65,546
-14% -$5.17M 0.09% 188
2025
Q4 		$36M Buy
479,957
+292,966
+157% +$21.8M 0.1% 167
2025
Q3 		$13.8M Sell
186,991
-25,315
-12% -$1.8M 0.04% 291
2025
Q2 		$14.4M Sell
212,306
-5,498
-3% -$348K 0.04% 286
2025
Q1 		$13.6M Sell
217,804
-4,941
-2% -$333K 0.04% 277
2024
Q4 		$15.1M Buy
222,745
+141,591
+174% +$9.9M 0.04% 265
2024
Q3 		$5.5M Buy
81,154
+38,034
+88% +$2.48M 0.02% 481
2024
Q2 		$2.7M Buy
43,120
+32,580
+309% +$2.05M 0.01% 622
2024
Q1 		$692K Buy
10,540
+2,025
+24% +$125K ﹤0.01% 993
2023
Q4 		$524K Buy
8,515
+1,615
+23% +$89.5K ﹤0.01% 1060
2023
Q3 		$376K Buy
6,900
+65
+1% +$3.74K ﹤0.01% 1146
2023
Q2 		$393K Buy
6,835
+80
+1% +$4.37K ﹤0.01% 1140
2023
Q1 		$370K Buy
6,755
+900
+15% +$50.5K ﹤0.01% 1151
2022
Q4 		$311K Sell
5,855
-3,985
-40% -$214K ﹤0.01% 1216
2022
Q3 		$490K Buy
9,840
+7,890
+405% +$436K ﹤0.01% 1045
2022
Q2 		$101K Hold
1,950
– – ﹤0.01% 1544
2022
Q1 		$122K Buy
1,950
+1,515
+348% +$93.2K ﹤0.01% 1607
2021
Q4 		$29K Hold
435
– – ﹤0.01% 1822
2021
Q3 		$28K Hold
435
– – ﹤0.01% 1747
2021
Q2 		$29K Hold
435
– – ﹤0.01% 1751
2021
Q1 		$27K Buy
+435
New +$26.9K ﹤0.01% 1729
2020
Q1 		– Sell
-1,615
Closed -$78K – 1757
2019
Q4 		$78K Hold
1,615
– – ﹤0.01% 1444
2019
Q3 		$72K Hold
1,615
– – ﹤0.01% 1420
2019
Q2 		$73K Buy
1,615
+210
+15% +$9.36K ﹤0.01% 1455
2019
Q1 		$62K Buy
1,405
+765
+120% +$32.8K ﹤0.01% 1444
2018
Q4 		$24K Buy
+640
New +$27.2K ﹤0.01% 1466

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Blair & Company's SMMD Position: Q2 2026 in Review

William Blair & Company increased its iShares Russell 2500 ETF (SMMD) stake by 16% in Q2 2026, buying an estimated $5.65M and bringing the position to 480,198 shares worth $44M. The position accounts for 0.11% of the portfolio, ranked #157.

William Blair & Company first reported a position in SMMD in Q4 2018 and has held it in 27 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • William Blair & Company held 480,198 shares of iShares Russell 2500 ETF worth $44M as of Q2 2026.
  • William Blair & Company bought 65,787 iShares Russell 2500 ETF shares in Q2 2026, an estimated $5.65M.
  • iShares Russell 2500 ETF made up 0.11% of William Blair & Company's portfolio in Q2 2026, its #157 holding.
  • William Blair & Company first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 27 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.