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Callan Family Office’s iShares Russell 2500 ETF SMMD Stock Holding History

Callan Family Office’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 		$1.7M Sell
18,577
-6,571
-26% -$564K 0.03% 439
2026
Q1 		$1.92M Sell
25,148
-1,318
-5% -$104K 0.04% 367
2025
Q4 		$1.98M Buy
+26,466
New +$1.97M 0.04% 352

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Callan Family Office's SMMD Position: Q2 2026 in Review

Callan Family Office reduced its iShares Russell 2500 ETF (SMMD) stake by 26% in Q2 2026, selling an estimated $564K and leaving 18,577 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #439.

Callan Family Office first reported a position in SMMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Callan Family Office held 18,577 shares of iShares Russell 2500 ETF worth $1.7M as of Q2 2026.
  • Callan Family Office sold 6,571 iShares Russell 2500 ETF shares in Q2 2026, an estimated $564K.
  • iShares Russell 2500 ETF made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #439 holding.
  • Callan Family Office first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's iShares Russell 2500 ETF position peaked at $1.98M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.