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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
Q2 		$4.63M Sell
50,548
-863
-2% -$74.1K 0.1% 109
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 $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

AlTi Global's SMMD Position: Q2 2026 in Review

AlTi Global reduced its iShares Russell 2500 ETF (SMMD) stake by 1.7% in Q2 2026, selling an estimated $74.1K and leaving 50,548 shares worth $4.63M. The position accounts for 0.1% of the portfolio, ranked #109.

AlTi Global first reported a position in SMMD in Q1 2025 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • AlTi Global held 50,548 shares of iShares Russell 2500 ETF worth $4.63M as of Q2 2026.
  • AlTi Global sold 863 iShares Russell 2500 ETF shares in Q2 2026, an estimated $74.1K.
  • iShares Russell 2500 ETF made up 0.1% of AlTi Global's portfolio in Q2 2026, its #109 holding.
  • AlTi Global first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.