Cetera Investment Advisers’s iShares Russell 2500 ETF SMMD Stock Holding History

Cetera Investment Advisers’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	$1.31M	Buy	17,218 +685	+4%	+$54K	﹤0.01%	2662
2025 Q4	$1.24M	Sell	16,533 -4,302	-21%	-$320K	﹤0.01%	2640
2025 Q3	$1.54M	Buy	20,835 +12,008	+136%	+$856K	﹤0.01%	2399
2025 Q2	$598K	Sell	8,827 -11,293	-56%	-$716K	﹤0.01%	2818
2025 Q1	$1.26M	Buy	20,120 +2,965	+17%	+$200K	﹤0.01%	2084
2024 Q4	$1.17M	Sell	17,155 -585	-3%	-$40.9K	﹤0.01%	2062
2024 Q3	$1.2M	Sell	17,740 -578	-3%	-$37.7K	﹤0.01%	1993
2024 Q2	$1.15M	Buy	18,318 +1,106	+6%	+$69.6K	﹤0.01%	1977
2024 Q1	$1.13M	Buy	17,212 +9,044	+111%	+$560K	﹤0.01%	1978
2023 Q4	$503K	Buy	8,168 +3,059	+60%	+$170K	﹤0.01%	1488
2023 Q3	$279K	Buy	5,109 +98	+2%	+$5.64K	﹤0.01%	1783
2023 Q2	$288K	Buy	5,011 +239	+5%	+$13.1K	﹤0.01%	1780
2023 Q1	$262K	Buy	+4,772	New	+$268K	﹤0.01%	1785

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

Cetera Investment Advisers's SMMD Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Russell 2500 ETF (SMMD) stake by 4.1% in Q1 2026, buying an estimated $54K and bringing the position to 17,218 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Cetera Investment Advisers first reported a position in SMMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.54M in Q3 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Cetera Investment Advisers held 17,218 shares of iShares Russell 2500 ETF worth $1.31M as of Q1 2026.
Cetera Investment Advisers bought 685 iShares Russell 2500 ETF shares in Q1 2026, an estimated $54K.
iShares Russell 2500 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2662 holding.
Cetera Investment Advisers first reported a position in iShares Russell 2500 ETF in Q1 2023 and has held it in 13 quarters since.
Cetera Investment Advisers's iShares Russell 2500 ETF position peaked at $1.54M in Q3 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.