AmeriFlex Group’s iShares Russell 2500 ETF SMMD Stock Holding History

AmeriFlex Group’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	$6.72K	Buy	88 +34	+63%	+$2.68K	﹤0.01%	792
2025 Q4	$4.05K	Sell	54 -54	-50%	-$4.02K	﹤0.01%	889
2025 Q3	$7.96K	Buy	108 +19	+21%	+$1.35K	﹤0.01%	830
2025 Q2	$6.02K	Hold	89	–	–	﹤0.01%	799
2025 Q1	$5.56K	Hold	89	–	–	﹤0.01%	975
2024 Q4	$6.24K	Buy	+89	New	+$6.22K	﹤0.01%	877

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

AmeriFlex Group's SMMD Position: Q1 2026 in Review

AmeriFlex Group increased its iShares Russell 2500 ETF (SMMD) stake by 63% in Q1 2026, buying an estimated $2.68K and bringing the position to 88 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

AmeriFlex Group first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.96K in Q3 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

AmeriFlex Group held 88 shares of iShares Russell 2500 ETF worth $6.72K as of Q1 2026.
AmeriFlex Group bought 34 iShares Russell 2500 ETF shares in Q1 2026, an estimated $2.68K.
iShares Russell 2500 ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #792 holding.
AmeriFlex Group first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares Russell 2500 ETF position peaked at $7.96K in Q3 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.