Citigroup
SMMD icon

Citigroup’s iShares Russell 2500 ETF SMMD Stock Holding History

Citigroup’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 		$2.37M Buy
31,056
+2,148
+7% +$169K ﹤0.01% 2562
2025
Q4 		$2.17M Buy
28,908
+5,976
+26% +$445K ﹤0.01% 2602
2025
Q3 		$1.69M Sell
22,932
-2,595
-10% -$185K ﹤0.01% 2808
2025
Q2 		$1.73M Sell
25,527
-38,701
-60% -$2.45M ﹤0.01% 2771
2025
Q1 		$4.02M Buy
64,228
+37,657
+142% +$2.54M ﹤0.01% 2110
2024
Q4 		$1.81M Buy
26,571
+3,393
+15% +$237K ﹤0.01% 2899
2024
Q3 		$1.57M Buy
23,178
+5,295
+30% +$345K ﹤0.01% 2882
2024
Q2 		$1.12M Buy
17,883
+15,064
+534% +$948K ﹤0.01% 2832
2024
Q1 		$185K Buy
2,819
+470
+20% +$29.1K ﹤0.01% 4054
2023
Q4 		$145K Buy
2,349
+1,440
+158% +$79.8K ﹤0.01% 4068
2023
Q3 		$49.5K Buy
909
+901
+11,263% +$51.9K ﹤0.01% 4141
2023
Q2 		$460 Buy
+8
New +$437 ﹤0.01% 5382
2021
Q2 		– Sell
-15
Closed -$1K – 6378
2021
Q1 		$1K Buy
+15
New +$927 ﹤0.01% 6115

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Citigroup's SMMD Position: Q1 2026 in Review

Citigroup increased its iShares Russell 2500 ETF (SMMD) stake by 7.4% in Q1 2026, buying an estimated $169K and bringing the position to 31,056 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Citigroup first reported a position in SMMD in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.02M in Q1 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Citigroup held 31,056 shares of iShares Russell 2500 ETF worth $2.37M as of Q1 2026.
  • Citigroup bought 2,148 iShares Russell 2500 ETF shares in Q1 2026, an estimated $169K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2562 holding.
  • Citigroup first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 13 quarters since.
  • Citigroup's iShares Russell 2500 ETF position peaked at $4.02M in Q1 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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