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

Cerity 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	$2.44M	Buy	31,934 +23,666	+286%	+$1.87M	﹤0.01%	1377
2025 Q4	$620K	Buy	8,268 +110	+1%	+$8.19K	﹤0.01%	1971
2025 Q3	$601K	Buy	8,158 +449	+6%	+$32K	﹤0.01%	1865
2025 Q2	$523K	Sell	7,709 -60	-0.8%	-$3.8K	﹤0.01%	1830
2025 Q1	$486K	Sell	7,769 -213	-3%	-$14.4K	﹤0.01%	1773
2024 Q4	$543K	Buy	7,982 +116	+1%	+$8.11K	﹤0.01%	1717
2024 Q3	$533K	Sell	7,866 -1,870	-19%	-$122K	﹤0.01%	1746
2024 Q2	$609K	Sell	9,736 -509	-5%	-$32K	﹤0.01%	1454
2024 Q1	$672K	Buy	10,245 +6,491	+173%	+$402K	﹤0.01%	1457
2023 Q4	$231K	Buy	+3,754	New	+$208K	﹤0.01%	1654
2020 Q1	–	Sell	-12,950	Closed	-$623K	–	509
2019 Q4	$623K	Hold	12,950	–	–	0.03%	302
2019 Q3	$577K	Hold	12,950	–	–	0.03%	299
2019 Q2	$586K	Hold	12,950	–	–	0.04%	298
2019 Q1	$571K	Hold	12,950	–	–	0.04%	308
2018 Q4	$495K	Buy	+12,950	New	+$551K	0.03%	318

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

Cerity Partners's SMMD Position: Q1 2026 in Review

Cerity Partners increased its iShares Russell 2500 ETF (SMMD) stake by 286% in Q1 2026, buying an estimated $1.87M and bringing the position to 31,934 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Cerity Partners first reported a position in SMMD in Q4 2018 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Cerity Partners held 31,934 shares of iShares Russell 2500 ETF worth $2.44M as of Q1 2026.
Cerity Partners bought 23,666 iShares Russell 2500 ETF shares in Q1 2026, an estimated $1.87M.
iShares Russell 2500 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1377 holding.
Cerity Partners first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 15 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.