Bank of Montreal
SMMD icon

Bank of Montreal’s iShares Russell 2500 ETF SMMD Stock Holding History

Bank of Montreal’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 		$132M Buy
1,730,215
+1,729,040
+147,152% +$136M 0.05% 299
2025
Q4 		$88.1K Sell
1,175
-50
-4% -$3.72K ﹤0.01% 3084
2025
Q3 		$90.3K Hold
1,225
– – ﹤0.01% 3002
2025
Q2 		$83K Hold
1,225
– – ﹤0.01% 3033
2025
Q1 		$76.6K Hold
1,225
– – ﹤0.01% 2973
2024
Q4 		$83.3K Hold
1,225
– – ﹤0.01% 2992
2024
Q3 		$82.9K Buy
+1,225
New +$79.9K ﹤0.01% 3300

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's SMMD Position: Q1 2026 in Review

Bank of Montreal increased its iShares Russell 2500 ETF (SMMD) stake by 147,152% in Q1 2026, buying an estimated $136M and bringing the position to 1,730,215 shares worth $132M. The position accounts for 0.05% of the portfolio, ranked #299.

Bank of Montreal first reported a position in SMMD in Q3 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Bank of Montreal held 1,730,215 shares of iShares Russell 2500 ETF worth $132M as of Q1 2026.
  • Bank of Montreal bought 1,729,040 iShares Russell 2500 ETF shares in Q1 2026, an estimated $136M.
  • iShares Russell 2500 ETF made up 0.05% of Bank of Montreal's portfolio in Q1 2026, its #299 holding.
  • Bank of Montreal first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.