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

World 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 Q1	$12.5M	Sell	163,073 -160,350	-50%	-$12.6M	0.2%	115
2025 Q4	$24.2M	Sell	323,423 -5,228	-2%	-$389K	0.39%	46
2025 Q3	$24.2M	Sell	328,651 -10,502	-3%	-$748K	0.5%	38
2025 Q2	$23M	Sell	339,153 -4,833	-1%	-$306K	0.52%	37
2025 Q1	$21.5M	Sell	343,986 -1,195	-0.3%	-$80.5K	0.56%	33
2024 Q4	$23.5M	Sell	345,181 -1,743	-0.5%	-$122K	0.64%	29
2024 Q3	$23.5M	Sell	346,924 -5,176	-1%	-$338K	0.74%	23
2024 Q2	$22M	Buy	+352,100	New	+$22.1M	1.37%	9

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 $5.08B AUM 25.65% 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

World Investment Advisors's SMMD Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 50% in Q1 2026, selling an estimated $12.6M and leaving 163,073 shares worth $12.5M. The position accounts for 0.2% of the portfolio, ranked #115.

World Investment Advisors first reported a position in SMMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $24.2M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

World Investment Advisors held 163,073 shares of iShares Russell 2500 ETF worth $12.5M as of Q1 2026.
World Investment Advisors sold 160,350 iShares Russell 2500 ETF shares in Q1 2026, an estimated $12.6M.
iShares Russell 2500 ETF made up 0.2% of World Investment Advisors's portfolio in Q1 2026, its #115 holding.
World Investment Advisors first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 8 quarters since.
World Investment Advisors's iShares Russell 2500 ETF position peaked at $24.2M in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.