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SMMDSMMD
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Position history for FWFocus Partners Wealth's holdings in ISHARES RUSSELL 2500 ETF

Focus Partners Wealth holds 776,244 shares of SMMD (ISHARES RUSSELL 2500 ETF), worth $71.1M as of 2026-Q2. The position was increased (+1.6% shares). SMMD represents 0.1% of Focus Partners Wealth's portfolio.

Current Value

$71.1M

Current Shares

776,244

Total Value Change

+$56.5M

Total Shares Change

+560,189

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
776,244
+1.6%
$71.1M0.1%$91.63
30
2026-Q1
Increased
763,695
+0.8%
$58.3M0.1%$79.75
30
2025-Q4
Increased
757,995
+53.0%
$56.8M0.1%$75.60
41
2025-Q3
Increased
495,311
+0.8%
$36.5M0.1%$73.34
29
2025-Q2
Increased
491,438
+21.5%
$33.3M0.1%$67.09
35
2025-Q1
Decreased
404,581
-9.2%
$25.3M0.1%$62.00
0
2024-Q4
Increased
445,706
+106.3%
$30.3M0.0%$66.99
46
2024-Q3
Decreased
216,055
-4.1%
$14.6M0.0%$66.54
0

Other major holders of SMMD: GLENMEDE TRUST CO NA, FIFTH THIRD BANCORP, Glenmede Investment Management, LP

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