CTC
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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
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

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
Fidelity Investments
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Central Trust Company's SMMD Position: Q1 2026 in Review

Central Trust Company increased its iShares Russell 2500 ETF (SMMD) stake by 27% in Q1 2026, buying an estimated $15.9M and bringing the position to 949,678 shares worth $72.5M. The position accounts for 1.43% of the portfolio, ranked #18.

Central Trust Company first reported a position in SMMD in Q2 2021 and has held it in 20 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Central Trust Company held 949,678 shares of iShares Russell 2500 ETF worth $72.5M as of Q1 2026.
  • Central Trust Company bought 202,293 iShares Russell 2500 ETF shares in Q1 2026, an estimated $15.9M.
  • iShares Russell 2500 ETF made up 1.43% of Central Trust Company's portfolio in Q1 2026, its #18 holding.
  • Central Trust Company first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 20 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.