How many shares of SMMD does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 281,070 shares of SMMD (ISHARES RUSSELL 2500 ETF).

What is LPL Financial LLC's SMMD position worth?

As of 2026-Q2, LPL Financial LLC's SMMD position is worth $25.8M.

In 2026-Q2, LPL Financial LLC increased their SMMD position (+30.9% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in SMMD in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in ISHARES RUSSELL 2500 ETF

Current Value

$25.8M

Current Shares

281,070

Total Value Change

+$25.2M

Total Shares Change

+267,482

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	281,070	+30.9%	$25.8M	0.0%	$91.63	36
2026-Q1	Increased	214,790	+17.8%	$16.4M	0.0%	$79.75	33
2025-Q4	Increased	182,368	+14.0%	$13.7M	0.0%	$75.60	32
2025-Q3	Increased	159,975	+1.1%	$11.8M	0.0%	$73.34	28
2025-Q2	Increased	158,245	+19.9%	$10.7M	0.0%	$67.09	33
2025-Q1	Decreased	131,999	-5.4%	$8.3M	0.0%	$62.00	0
2024-Q4	Decreased	139,469	-2.1%	$9.5M	0.0%	$66.99	0
2024-Q3	Decreased	142,500	-32.5%	$9.7M	0.0%	$66.54	0
2024-Q2	Decreased	210,983	-9.4%	$13.2M	0.0%	$61.29	0
2024-Q1	Increased	232,778	+428.3%	$15.3M	0.0%	$64.06	45
2023-Q4	Decreased	44,063	-1.2%	$2.7M	0.0%	$59.96	0
2023-Q3	Decreased	44,604	-9.6%	$2.4M	0.0%	$52.87	0
2023-Q2	Decreased	49,359	-10.8%	$2.8M	0.0%	$55.15	0
2023-Q1	Decreased	55,358	-25.2%	$3M	0.0%	$51.75	0
2022-Q4	Decreased	74,023	-10.7%	$3.9M	0.0%	$50.94	0
2022-Q3	Increased	82,883	+5.5%	$4.1M	0.0%	$47.72	28
2022-Q2	Decreased	78,537	-7.1%	$4.1M	0.0%	$49.33	0
2022-Q1	Decreased	84,580	-4.6%	$5.3M	0.0%	$59.60	0
2021-Q4	Decreased	88,697	-4.2%	$5.9M	0.0%	$62.59	0
2021-Q3	Decreased	92,553	-9.6%	$5.9M	0.0%	$60.97	0
2021-Q2	Increased	102,428	+13.3%	$6.8M	0.0%	$61.91	31
2021-Q1	Increased	90,438	+42.5%	$5.7M	0.0%	$58.18	36
2020-Q4	Increased	63,441	+229.3%	$3.6M	0.0%	$52.92	43
2020-Q3	Increased	19,268	+69.6%	$863,000	0.0%	$41.32	37
2020-Q2	Increased	11,361	+3.5%	$483,000	0.0%	$38.67	25
2020-Q1	Decreased	10,979	-10.2%	$369,000	0.0%	$31.44	0
2019-Q4	Unchanged	12,225	0.0%	$589,000	0.0%	$43.89	0
2019-Q3	Decreased	12,225	-0.3%	$544,000	0.0%	$40.35	0
2019-Q2	Decreased	12,260	-13.5%	$555,000	0.0%	$41.04	0
2019-Q1	Increased	14,180	+4.4%	$625,000	0.0%	$39.86	26
2018-Q4	New	13,588	-	$519,000	0.0%	$34.18	33