Andina Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Andina Capital Management’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	$1.91M	Sell	25,020 -11,346	-31%	-$895K	1.69%	15
2025 Q4	$2.73M	Buy	36,366 +917	+3%	+$68.3K	1.65%	16
2025 Q3	$2.61M	Sell	35,449 -3,493	-9%	-$249K	1.48%	16
2025 Q2	$2.64M	Buy	38,942 +6,737	+21%	+$427K	1.85%	13
2025 Q1	$2.01M	Buy	32,205 +6,930	+27%	+$467K	1.43%	20
2024 Q4	$1.72M	Buy	25,275 +8,892	+54%	+$622K	1.4%	20
2024 Q3	$1.11M	Buy	16,383 +168	+1%	+$11K	0.84%	32
2024 Q2	$1.02M	Buy	+16,215	New	+$1.02M	0.76%	36

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

Andina Capital Management's SMMD Position: Q1 2026 in Review

Andina Capital Management reduced its iShares Russell 2500 ETF (SMMD) stake by 31% in Q1 2026, selling an estimated $895K and leaving 25,020 shares worth $1.91M. The position accounts for 1.69% of the portfolio, ranked #15.

Andina Capital Management first reported a position in SMMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Andina Capital Management held 25,020 shares of iShares Russell 2500 ETF worth $1.91M as of Q1 2026.
Andina Capital Management sold 11,346 iShares Russell 2500 ETF shares in Q1 2026, an estimated $895K.
iShares Russell 2500 ETF made up 1.69% of Andina Capital Management's portfolio in Q1 2026, its #15 holding.
Andina Capital Management first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 8 quarters since.
Andina Capital Management's iShares Russell 2500 ETF position peaked at $2.73M in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.