Atomi Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Atomi Financial 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	–	Sell	-2,783	Closed	-$209K	–	1308
2025 Q4	$209K	Sell	2,783 -924	-25%	-$68.8K	0.01%	1131
2025 Q3	$273K	Buy	3,707 +39	+1%	+$2.78K	0.01%	943
2025 Q2	$249K	Sell	3,668 -1,792	-33%	-$114K	0.01%	924
2025 Q1	$341K	Buy	5,460 +746	+16%	+$50.3K	0.02%	700
2024 Q4	$321K	Buy	4,714 +827	+21%	+$57.8K	0.02%	690
2024 Q3	$263K	Sell	3,887 -564	-13%	-$36.8K	0.02%	731
2024 Q2	$279K	Buy	4,451 +955	+27%	+$60.1K	0.02%	608
2024 Q1	$229K	Sell	3,496 -9	-0.3%	-$557	0.02%	627
2023 Q4	$216K	Buy	+3,505	New	+$194K	0.03%	523

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

Atomi Financial Group's SMMD Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 2,783 shares — an estimated $209K sold.

Atomi Financial Group first reported a position in SMMD in Q4 2023 and held it in 9 quarters. The position peaked at $341K in Q1 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Atomi Financial Group reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 2,783 iShares Russell 2500 ETF shares in Q1 2026, an estimated $209K.
Atomi Financial Group first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 9 quarters.
Atomi Financial Group's iShares Russell 2500 ETF position peaked at $341K in Q1 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.