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 Q2	$213M	Buy	2,323,554 +593,339	+34%	+$51M	0.07%	223
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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of Montreal's SMMD Position: Q2 2026 in Review

Bank of Montreal increased its iShares Russell 2500 ETF (SMMD) stake by 34% in Q2 2026, buying an estimated $51M and bringing the position to 2,323,554 shares worth $213M. The position accounts for 0.07% of the portfolio, ranked #223.

Bank of Montreal first reported a position in SMMD in Q3 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Bank of Montreal held 2,323,554 shares of iShares Russell 2500 ETF worth $213M as of Q2 2026.
Bank of Montreal bought 593,339 iShares Russell 2500 ETF shares in Q2 2026, an estimated $51M.
iShares Russell 2500 ETF made up 0.07% of Bank of Montreal's portfolio in Q2 2026, its #223 holding.
Bank of Montreal first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.