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 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 $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

Certuity's SMMD Position: Q1 2026 in Review

Certuity reduced its iShares Russell 2500 ETF (SMMD) stake by 3.8% in Q1 2026, selling an estimated $30.7K and leaving 9,947 shares worth $759K. The position accounts for 0.05% of the portfolio, ranked #204.

Certuity first reported a position in SMMD in Q3 2023 and has held it in 10 quarters since. The position peaked at $775K in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Certuity held 9,947 shares of iShares Russell 2500 ETF worth $759K as of Q1 2026.
Certuity sold 390 iShares Russell 2500 ETF shares in Q1 2026, an estimated $30.7K.
iShares Russell 2500 ETF made up 0.05% of Certuity's portfolio in Q1 2026, its #204 holding.
Certuity first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 10 quarters since.
Certuity's iShares Russell 2500 ETF position peaked at $775K in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.