Altman Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Altman Advisors’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	$315K	Sell	23,941 -151	-0.6%	-$11.9K	0.13%	77
2025 Q4	$348K	Buy	24,092 +342	+1%	+$25.5K	0.13%	88
2025 Q3	$341K	Buy	23,750 +1,471	+7%	+$105K	0.13%	87
2025 Q2	$322K	Buy	22,279 +1,119	+5%	+$70.9K	0.13%	89
2025 Q1	$305K	Sell	21,160 -1,406	-6%	-$94.8K	0.14%	89
2024 Q4	$336K	Buy	22,566 +17,711	+365%	+$1.24M	0.14%	93
2024 Q3	$329K	Buy	+4,855	New	+$317K	0.15%	91
2024 Q2	–	Sell	-4,619	Closed	-$300K	–	91
2024 Q1	$300K	Buy	4,619 +55	+1%	+$3.4K	0.15%	93
2023 Q4	$281K	Sell	4,564 -111	-2%	-$6.15K	0.15%	96
2023 Q3	$255K	Buy	+4,675	New	+$269K	0.16%	91
2023 Q1	–	Sell	-3,987	Closed	-$222K	–	95
2022 Q4	$222K	Buy	+3,987	New	+$214K	0.14%	86

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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

Altman Advisors's SMMD Position: Q1 2026 in Review

Altman Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 0.63% in Q1 2026, selling an estimated $11.9K and leaving 23,941 shares worth $315K. The position accounts for 0.13% of the portfolio, ranked #77.

Altman Advisors first reported a position in SMMD in Q4 2022 and has held it in 11 quarters since. The position peaked at $348K in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Altman Advisors held 23,941 shares of iShares Russell 2500 ETF worth $315K as of Q1 2026.
Altman Advisors sold 151 iShares Russell 2500 ETF shares in Q1 2026, an estimated $11.9K.
iShares Russell 2500 ETF made up 0.13% of Altman Advisors's portfolio in Q1 2026, its #77 holding.
Altman Advisors first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 11 quarters since.
Altman Advisors's iShares Russell 2500 ETF position peaked at $348K in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.