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Atria Investments’s iShares Russell 2500 ETF SMMD Stock Holding History

Atria Investments’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
-3,627
Closed -$272K – 2140
2025
Q4 		$272K Buy
3,627
+318
+10% +$23.7K ﹤0.01% 1793
2025
Q3 		$244K Buy
+3,309
New +$236K ﹤0.01% 1839
2025
Q1 		– Sell
-8,344
Closed -$567K – 1992
2024
Q4 		$567K Buy
+8,344
New +$583K 0.01% 1264
2024
Q3 		– Sell
-10,621
Closed -$665K – 2041
2024
Q2 		$665K Buy
+10,621
New +$668K 0.01% 1159
2023
Q3 		– Sell
-22,495
Closed -$1.29M – 883
2023
Q2 		$1.29M Buy
+22,495
New +$1.23M 0.02% 729
2023
Q1 		– Sell
-19,732
Closed -$1.05M – 864
2022
Q4 		$1.05M Sell
19,732
-22,974
-54% -$1.23M 0.02% 746
2022
Q3 		$2.13M Sell
42,706
-5,565
-12% -$307K 0.05% 462
2022
Q2 		$2.49M Buy
48,271
+28,360
+142% +$1.6M 0.05% 426
2022
Q1 		$1.24M Buy
19,911
+145
+0.7% +$8.92K 0.02% 758
2021
Q4 		$1.31M Buy
+19,766
New +$1.32M 0.02% 724
2020
Q2 		– Sell
-7,770
Closed -$261K – 731
2020
Q1 		$261K Buy
+7,770
New +$340K 0.02% 463

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
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
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

Atria Investments's SMMD Position: Q1 2026 in Review

Atria Investments sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 3,627 shares — an estimated $272K sold.

Atria Investments first reported a position in SMMD in Q1 2020 and held it in 11 quarters. The position peaked at $2.49M in Q2 2022. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Atria Investments reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 3,627 iShares Russell 2500 ETF shares in Q1 2026, an estimated $272K.
  • Atria Investments first reported a position in iShares Russell 2500 ETF in Q1 2020 and held it in 11 quarters.
  • Atria Investments's iShares Russell 2500 ETF position peaked at $2.49M in Q2 2022.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.