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SMMD
Showing 8 of 16 quarters

Position history for Wealthspire Advisors, LLC's holdings in iShares Trust RUSEL 2500 ETF

Wealthspire Advisors, LLC holds 540,334 shares of SMMD (iShares Trust RUSEL 2500 ETF), worth $41.3M as of 2026-Q1. The position was increased (+6.5% shares). SMMD represents 0.3% of Wealthspire Advisors, LLC's portfolio.

Current Value

$41.3M

Current Shares

540,334

Total Value Change

+$16.3M

Total Shares Change

+141,344

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
540,334
+6.5%
$41.3M0.3%$79.75
37
2025-Q4
Increased
507,585
+1.5%
$38M0.3%$75.60
35
2025-Q3
Decreased
499,962
-0.7%
$36.9M0.2%$73.34
0
2025-Q2
Increased
503,388
+4.4%
$34.1M0.2%$67.09
36
2025-Q1
Increased
481,972
+2.7%
$30.1M0.2%$62.00
35
2024-Q4
Increased
469,382
+10.0%
$31.9M0.3%$66.99
38
2024-Q3
Increased
426,813
+7.0%
$28.9M0.3%$66.54
37
2024-Q2
Decreased
398,990
-6.0%
$25M0.3%$61.29
0

Other major holders of SMMD: GLENMEDE TRUST CO NA, Glenmede Investment Management, LP, BANK OF AMERICA CORP /DE/, FIFTH THIRD BANCORP

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