Central Trust Company
SMMD icon

Central Trust Company’s iShares Russell 2500 ETF SMMD Stock Holding History

Central Trust Company’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
Q3 		$89M Sell
1,040,686
-5,769
-0.6% -$518K 1.59% 16
2026
Q2 		$95.9M Buy
1,046,455
+96,777
+10% +$8.31M 1.73% 14
2026
Q1 		$72.5M Buy
949,678
+202,293
+27% +$15.9M 1.43% 18
2025
Q4 		$56M Buy
747,385
+54,284
+8% +$4.04M 1.1% 23
2025
Q3 		$51.1M Buy
693,101
+72,020
+12% +$5.13M 1.07% 22
2025
Q2 		$42.1M Buy
621,081
+76,222
+14% +$4.83M 0.97% 24
2025
Q1 		$34.1M Buy
544,859
+98,309
+22% +$6.63M 0.84% 30
2024
Q4 		$30.4M Buy
446,550
+114,904
+35% +$8.03M 0.74% 31
2024
Q3 		$22.5M Buy
331,646
+42,840
+15% +$2.79M 0.53% 41
2024
Q2 		$18.1M Buy
288,806
+35,737
+14% +$2.25M 0.44% 48
2024
Q1 		$16.6M Buy
253,069
+44,616
+21% +$2.76M 0.41% 49
2023
Q4 		$12.8M Buy
208,453
+52,208
+33% +$2.89M 0.34% 60
2023
Q3 		$8.52M Buy
156,245
+24,871
+19% +$1.43M 0.25% 81
2023
Q2 		$7.55M Buy
131,374
+12,301
+10% +$672K 0.21% 88
2023
Q1 		$6.53M Sell
119,073
-8,108
-6% -$455K 0.19% 93
2022
Q4 		$6.76M Buy
127,181
+42,811
+51% +$2.3M 0.21% 90
2022
Q3 		$4.2M Buy
84,370
+9,056
+12% +$500K 0.14% 127
2022
Q2 		$3.89M Buy
75,314
+24,568
+48% +$1.39M 0.13% 133
2022
Q1 		$3.17M Buy
50,746
+18,833
+59% +$1.16M 0.09% 180
2021
Q4 		$2.12M Buy
31,913
+30,797
+2,760% +$2.05M 0.06% 235
2021
Q3 		$72K Buy
1,116
+603
+118% +$39.3K ﹤0.01% 715
2021
Q2 		$34K Buy
+513
New +$33.4K ﹤0.01% 788

Other funds holding SMMD

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Central Trust Company's SMMD Position: Q3 2026 in Review

Central Trust Company reduced its iShares Russell 2500 ETF (SMMD) stake by 0.55% in Q3 2026, selling an estimated $518K and leaving 1,040,686 shares worth $89M. The position accounts for 1.59% of the portfolio, ranked #16.

Central Trust Company first reported a position in SMMD in Q2 2021 and has held it in 22 quarters since. The position peaked at $95.9M in Q2 2026. 241 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Central Trust Company held 1,040,686 shares of iShares Russell 2500 ETF worth $89M as of Q3 2026.
  • Central Trust Company sold 5,769 iShares Russell 2500 ETF shares in Q3 2026, an estimated $518K.
  • iShares Russell 2500 ETF made up 1.59% of Central Trust Company's portfolio in Q3 2026, its #16 holding.
  • Central Trust Company first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 22 quarters since.
  • Central Trust Company's iShares Russell 2500 ETF position peaked at $95.9M in Q2 2026.
  • 241 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Central Trust Company's 13F filing for Q3 2026, filed 5 Nov 2026.