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 Q2	$13.8M	Buy	150,641 +100,748	+202%	+$8.65M	﹤0.01%	1805
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 $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise's SMMD Position: Q2 2026 in Review

Ameriprise increased its iShares Russell 2500 ETF (SMMD) stake by 202% in Q2 2026, buying an estimated $8.65M and bringing the position to 150,641 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Ameriprise first reported a position in SMMD in Q2 2024 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Ameriprise held 150,641 shares of iShares Russell 2500 ETF worth $13.8M as of Q2 2026.
Ameriprise bought 100,748 iShares Russell 2500 ETF shares in Q2 2026, an estimated $8.65M.
iShares Russell 2500 ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1805 holding.
Ameriprise first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 9 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.