City National Bank of Florida’s iShares Russell 2500 ETF SMMD Stock Holding History

City National Bank of Florida’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	$4.97M	Sell	54,265 -669	-1%	-$57.5K	2.08%	10
2026 Q1	$4.19M	Sell	54,934 -95,353	-63%	-$7.52M	2.5%	7
2025 Q4	$11.3M	Sell	150,287 -19,283	-11%	-$1.44M	7.35%	2
2025 Q3	$12.5M	Sell	169,570 -1,518	-0.9%	-$108K	8.25%	2
2025 Q2	$11.6M	Buy	171,088 +29,214	+21%	+$1.85M	8.44%	2
2025 Q1	$8.87M	Buy	141,874 +19,838	+16%	+$1.34M	7.98%	2
2024 Q4	$8.3M	Buy	+122,036	New	+$8.53M	7.57%	2

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

City National Bank of Florida's SMMD Position: Q2 2026 in Review

City National Bank of Florida reduced its iShares Russell 2500 ETF (SMMD) stake by 1.2% in Q2 2026, selling an estimated $57.5K and leaving 54,265 shares worth $4.97M. The position accounts for 2.08% of the portfolio, ranked #10.

City National Bank of Florida first reported a position in SMMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q3 2025. 193 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

City National Bank of Florida held 54,265 shares of iShares Russell 2500 ETF worth $4.97M as of Q2 2026.
City National Bank of Florida sold 669 iShares Russell 2500 ETF shares in Q2 2026, an estimated $57.5K.
iShares Russell 2500 ETF made up 2.08% of City National Bank of Florida's portfolio in Q2 2026, its #10 holding.
City National Bank of Florida first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 7 quarters since.
City National Bank of Florida's iShares Russell 2500 ETF position peaked at $12.5M in Q3 2025.
193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.