Citizens Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Citizens Financial 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
2026 Q3	$297K	Sell	3,470 -57	-2%	-$5.12K	﹤0.01%	940
2026 Q2	$323K	Hold	3,527	–	–	﹤0.01%	824
2026 Q1	$269K	Hold	3,527	–	–	﹤0.01%	725
2025 Q4	$264K	Hold	3,527	–	–	﹤0.01%	706
2025 Q3	$260K	Hold	3,527	–	–	﹤0.01%	690
2025 Q2	$239K	Sell	3,527 -226	-6%	-$14.3K	﹤0.01%	631
2025 Q1	$235K	Hold	3,753	–	–	﹤0.01%	554
2024 Q4	$255K	Hold	3,753	–	–	0.01%	499
2024 Q3	$254K	Buy	+3,753	New	+$245K	0.01%	490

Other funds holding SMMD

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Citizens Financial Group's SMMD Position: Q3 2026 in Review

Citizens Financial Group reduced its iShares Russell 2500 ETF (SMMD) stake by 1.6% in Q3 2026, selling an estimated $5.12K and leaving 3,470 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Citizens Financial Group first reported a position in SMMD in Q3 2024 and has held it in 9 quarters since. The position peaked at $323K in Q2 2026. 241 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Citizens Financial Group held 3,470 shares of iShares Russell 2500 ETF worth $297K as of Q3 2026.
Citizens Financial Group sold 57 iShares Russell 2500 ETF shares in Q3 2026, an estimated $5.12K.
iShares Russell 2500 ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q3 2026, its #940 holding.
Citizens Financial Group first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 9 quarters since.
Citizens Financial Group's iShares Russell 2500 ETF position peaked at $323K in Q2 2026.
241 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.