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Bridges Investment Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Bridges Investment 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 		– Sell
-184,192
Closed -$13.8M – 412
2025
Q4 		$13.8M Buy
+184,192
New +$13.7M 0.18% 81
2025
Q1 		– Sell
-5,860
Closed -$398K – 409
2024
Q4 		$398K Buy
+5,860
New +$410K 0.01% 311

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

Bridges Investment Management's SMMD Position: Q1 2026 in Review

Bridges Investment Management sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 184,192 shares — an estimated $13.8M sold.

Bridges Investment Management first reported a position in SMMD in Q4 2024 and held it in 2 quarters. The position peaked at $13.8M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Bridges Investment Management reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • Bridges Investment Management sold 184,192 iShares Russell 2500 ETF shares in Q1 2026, an estimated $13.8M.
  • Bridges Investment Management first reported a position in iShares Russell 2500 ETF in Q4 2024 and held it in 2 quarters.
  • Bridges Investment Management's iShares Russell 2500 ETF position peaked at $13.8M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.