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Canopy Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Canopy Partners’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
2025
Q3 		– Sell
-3,523
Closed -$239K – 242
2025
Q2 		$239K Sell
3,523
-11,785
-77% -$747K 0.09% 185
2025
Q1 		$957K Sell
15,308
-2,815
-16% -$190K 0.37% 61
2024
Q4 		$1.23M Buy
+18,123
New +$1.27M 0.47% 42

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Canopy Partners's SMMD Position: Q3 2025 in Review

Canopy Partners sold out of iShares Russell 2500 ETF (SMMD) in Q3 2025, closing a stake of 3,523 shares — an estimated $239K sold.

Canopy Partners first reported a position in SMMD in Q4 2024 and held it in 3 quarters. The position peaked at $1.23M in Q4 2024. 192 funds tracked by Wall St. Rank hold SMMD as of Q3 2025.

  • Canopy Partners reported no remaining iShares Russell 2500 ETF position as of Q3 2025 after selling out during the quarter.
  • Canopy Partners sold 3,523 iShares Russell 2500 ETF shares in Q3 2025, an estimated $239K.
  • Canopy Partners first reported a position in iShares Russell 2500 ETF in Q4 2024 and held it in 3 quarters.
  • Canopy Partners's iShares Russell 2500 ETF position peaked at $1.23M in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2025.

Based on Canopy Partners's 13F filing for Q3 2025, filed 30 Oct 2025.