CIBC Private Wealth Group
SMMD icon

CIBC Private Wealth Group’s iShares Russell 2500 ETF SMMD Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$93.4K Buy
1,247
+157
+14% +$11.7K ﹤0.01% 1546
2025
Q3 		$80.4K Buy
1,090
+140
+15% +$9.97K ﹤0.01% 1593
2025
Q2 		$64.4K Sell
950
-803
-46% -$50.9K ﹤0.01% 1570
2025
Q1 		$96.1K Buy
1,753
+803
+85% +$54.1K ﹤0.01% 1375
2024
Q4 		$64.9K Hold
950
– – ﹤0.01% 1582
2024
Q3 		$64.3K Sell
950
-12
-1% -$783 ﹤0.01% 1675
2024
Q2 		$59.8K Buy
962
+12
+1% +$755 ﹤0.01% 1600
2024
Q1 		$61.6K Buy
+950
New +$58.8K ﹤0.01% 1588

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

CIBC Private Wealth Group's SMMD Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Russell 2500 ETF (SMMD) stake by 14% in Q4 2025, buying an estimated $11.7K and bringing the position to 1,247 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

CIBC Private Wealth Group first reported a position in SMMD in Q1 2024 and has held it in 8 quarters since. The position peaked at $96.1K in Q1 2025. 221 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • CIBC Private Wealth Group held 1,247 shares of iShares Russell 2500 ETF worth $93.4K as of Q4 2025.
  • CIBC Private Wealth Group bought 157 iShares Russell 2500 ETF shares in Q4 2025, an estimated $11.7K.
  • iShares Russell 2500 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1546 holding.
  • CIBC Private Wealth Group first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's iShares Russell 2500 ETF position peaked at $96.1K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.