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WorthPointe’s iShares Russell 2500 ETF SMMD Stock Holding History

WorthPointe’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 		$5.01M Buy
54,641
+2,800
+5% +$240K 1.26% 18
2026
Q1 		$3.96M Buy
51,841
+35,480
+217% +$2.8M 1.07% 20
2025
Q4 		$1.23M Buy
+16,361
New +$1.22M 0.32% 56

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

WorthPointe's SMMD Position: Q2 2026 in Review

WorthPointe increased its iShares Russell 2500 ETF (SMMD) stake by 5.4% in Q2 2026, buying an estimated $240K and bringing the position to 54,641 shares worth $5.01M. The position accounts for 1.26% of the portfolio, ranked #18.

WorthPointe first reported a position in SMMD in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • WorthPointe held 54,641 shares of iShares Russell 2500 ETF worth $5.01M as of Q2 2026.
  • WorthPointe bought 2,800 iShares Russell 2500 ETF shares in Q2 2026, an estimated $240K.
  • iShares Russell 2500 ETF made up 1.26% of WorthPointe's portfolio in Q2 2026, its #18 holding.
  • WorthPointe first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.