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AlTi Global’s iShares Russell 2500 ETF SMMD Stock Holding History

AlTi Global’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 		$3.93M Buy
51,411
+15,752
+44% +$1.24M 0.09% 110
2025
Q4 		$2.67M Buy
35,659
+2,567
+8% +$191K 0.06% 137
2025
Q3 		$2.44M Buy
33,092
+305
+0.9% +$21.7K 0.06% 148
2025
Q2 		$2.26M Buy
32,787
+26,944
+461% +$1.71M 0.06% 150
2025
Q1 		$365K Buy
+5,843
New +$394K 0.01% 308

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
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
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

AlTi Global's SMMD Position: Q1 2026 in Review

AlTi Global increased its iShares Russell 2500 ETF (SMMD) stake by 44% in Q1 2026, buying an estimated $1.24M and bringing the position to 51,411 shares worth $3.93M. The position accounts for 0.09% of the portfolio, ranked #110.

AlTi Global first reported a position in SMMD in Q1 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • AlTi Global held 51,411 shares of iShares Russell 2500 ETF worth $3.93M as of Q1 2026.
  • AlTi Global bought 15,752 iShares Russell 2500 ETF shares in Q1 2026, an estimated $1.24M.
  • iShares Russell 2500 ETF made up 0.09% of AlTi Global's portfolio in Q1 2026, its #110 holding.
  • AlTi Global first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.