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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
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

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citizens Financial Group's SMMD Position: Q2 2026 in Review

Citizens Financial Group held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 3,527 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Citizens Financial Group first reported a position in SMMD in Q3 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Citizens Financial Group held 3,527 shares of iShares Russell 2500 ETF worth $323K as of Q2 2026.
  • Citizens Financial Group left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #824 holding.
  • Citizens Financial Group first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.