Catalyst Financial Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Catalyst Financial 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
2026 Q1	$12.5M	Buy	164,192 +35,937	+28%	+$2.83M	1.48%	14
2025 Q4	$9.61M	Buy	128,255 +33,107	+35%	+$2.47M	1.07%	16
2025 Q3	$7.02M	Buy	95,148 +6,965	+8%	+$496K	0.85%	20
2025 Q2	$5.98M	Buy	88,183 +23,907	+37%	+$1.52M	0.65%	20
2025 Q1	$4.02M	Buy	64,276 +14,109	+28%	+$951K	0.74%	24
2024 Q4	$3.41M	Buy	50,167 +6,193	+14%	+$433K	0.64%	26
2024 Q3	$2.98M	Buy	43,974 +11,828	+37%	+$772K	0.58%	27
2024 Q2	$2.01M	Buy	32,146 +14,266	+80%	+$897K	0.44%	35
2024 Q1	$1.08M	Buy	+17,880	New	+$1.11M	0.28%	45

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

Catalyst Financial Partners's SMMD Position: Q1 2026 in Review

Catalyst Financial Partners increased its iShares Russell 2500 ETF (SMMD) stake by 28% in Q1 2026, buying an estimated $2.83M and bringing the position to 164,192 shares worth $12.5M. The position accounts for 1.48% of the portfolio, ranked #14.

Catalyst Financial Partners first reported a position in SMMD in Q1 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Catalyst Financial Partners held 164,192 shares of iShares Russell 2500 ETF worth $12.5M as of Q1 2026.
Catalyst Financial Partners bought 35,937 iShares Russell 2500 ETF shares in Q1 2026, an estimated $2.83M.
iShares Russell 2500 ETF made up 1.48% of Catalyst Financial Partners's portfolio in Q1 2026, its #14 holding.
Catalyst Financial Partners first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 9 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.