Certuity’s iShares Russell 2500 ETF SMMD Stock Holding History

Certuity’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 Q2	$911K	Sell	9,945 -2	-0%	-$172	0.04%	190
2026 Q1	$759K	Sell	9,947 -390	-4%	-$30.7K	0.05%	204
2025 Q4	$775K	Buy	10,337 +39	+0.4%	+$2.9K	0.05%	191
2025 Q3	$759K	Sell	10,298 -378	-4%	-$26.9K	0.05%	190
2025 Q2	$724K	Sell	10,676 -366	-3%	-$23.2K	0.07%	159
2025 Q1	$691K	Sell	11,042 -133	-1%	-$8.96K	0.07%	155
2024 Q4	$760K	Buy	11,175 +43	+0.4%	+$3.01K	0.08%	136
2024 Q3	$754K	Buy	11,132 +38	+0.3%	+$2.48K	0.08%	150
2024 Q2	$694K	Sell	11,094 -386	-3%	-$24.3K	0.06%	156
2024 Q1	$753K	Buy	+11,480	New	+$710K	0.07%	137
2023 Q4	–	Sell	-4,225	Closed	-$230K	–	364
2023 Q3	$230K	Buy	+4,225	New	+$243K	0.03%	230

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Certuity's SMMD Position: Q2 2026 in Review

Certuity reduced its iShares Russell 2500 ETF (SMMD) stake by 0.02% in Q2 2026, selling an estimated $172 and leaving 9,945 shares worth $911K. The position accounts for 0.04% of the portfolio, ranked #190.

Certuity first reported a position in SMMD in Q3 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Certuity held 9,945 shares of iShares Russell 2500 ETF worth $911K as of Q2 2026.
Certuity sold 2 iShares Russell 2500 ETF shares in Q2 2026, an estimated $172.
iShares Russell 2500 ETF made up 0.04% of Certuity's portfolio in Q2 2026, its #190 holding.
Certuity first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.