Ameriprise’s iShares Russell 2500 ETF SMMD Stock Holding History

Ameriprise’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	$3.81M	Sell	49,893 -4,420	-8%	-$348K	﹤0.01%	2606
2025 Q4	$4.07M	Buy	54,313 +20,295	+60%	+$1.51M	﹤0.01%	2584
2025 Q3	$2.51M	Sell	34,018 -7,327	-18%	-$522K	﹤0.01%	2892
2025 Q2	$2.8M	Sell	41,345 -150	-0.4%	-$9.51K	﹤0.01%	2761
2025 Q1	$2.6M	Sell	41,495 -2,760	-6%	-$186K	﹤0.01%	2760
2024 Q4	$3.01M	Buy	44,255 +18,951	+75%	+$1.32M	﹤0.01%	2689
2024 Q3	$1.71M	Sell	25,304 -1,100	-4%	-$71.8K	﹤0.01%	2992
2024 Q2	$1.65M	Buy	+26,404	New	+$1.66M	﹤0.01%	2947

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

Ameriprise's SMMD Position: Q1 2026 in Review

Ameriprise reduced its iShares Russell 2500 ETF (SMMD) stake by 8.1% in Q1 2026, selling an estimated $348K and leaving 49,893 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Ameriprise first reported a position in SMMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.07M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Ameriprise held 49,893 shares of iShares Russell 2500 ETF worth $3.81M as of Q1 2026.
Ameriprise sold 4,420 iShares Russell 2500 ETF shares in Q1 2026, an estimated $348K.
iShares Russell 2500 ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2606 holding.
Ameriprise first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 8 quarters since.
Ameriprise's iShares Russell 2500 ETF position peaked at $4.07M in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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