Capital Analysts LLC’s iShares Russell 2500 ETF SMMD Stock Holding History

Capital Analysts LLC’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	$237K	Sell	3,100 -1,202	-28%	-$94.8K	0.01%	604
2025 Q4	$322K	Buy	4,302 +1,139	+36%	+$84.8K	0.01%	510
2025 Q3	$233K	Sell	3,163 -803	-20%	-$57.2K	0.01%	569
2025 Q2	$269K	Hold	3,966	–	–	0.01%	490
2025 Q1	$248K	Sell	3,966 -2,158	-35%	-$145K	0.01%	494
2024 Q4	$416K	Buy	6,124 +1,649	+37%	+$115K	0.02%	362
2024 Q3	$303K	Buy	4,475 +1,708	+62%	+$111K	0.01%	392
2024 Q2	$173K	Sell	2,767 -761	-22%	-$47.9K	0.01%	476
2024 Q1	$231K	Buy	3,528 +1,081	+44%	+$66.9K	0.01%	417
2023 Q4	$151K	Buy	+2,447	New	+$136K	0.01%	465

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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

Capital Analysts LLC's SMMD Position: Q1 2026 in Review

Capital Analysts LLC reduced its iShares Russell 2500 ETF (SMMD) stake by 28% in Q1 2026, selling an estimated $94.8K and leaving 3,100 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #604.

Capital Analysts LLC first reported a position in SMMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q4 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Capital Analysts LLC held 3,100 shares of iShares Russell 2500 ETF worth $237K as of Q1 2026.
Capital Analysts LLC sold 1,202 iShares Russell 2500 ETF shares in Q1 2026, an estimated $94.8K.
iShares Russell 2500 ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #604 holding.
Capital Analysts LLC first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 10 quarters since.
Capital Analysts LLC's iShares Russell 2500 ETF position peaked at $416K in Q4 2024.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.