Commonwealth Equity Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Commonwealth Equity Services’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	$7.12M	Sell	93,234 -12,450	-12%	-$982K	0.01%	1112
2025 Q4	$7.92M	Sell	105,684 -2,805	-3%	-$209K	0.01%	1024
2025 Q3	$8M	Sell	108,489 -18,388	-14%	-$1.31M	0.01%	1048
2025 Q2	$8.6M	Sell	126,877 -5,287	-4%	-$335K	0.01%	1008
2025 Q1	$8.27M	Sell	132,164 -12,297	-9%	-$829K	0.01%	971
2024 Q4	$9.82M	Buy	144,461 +14,650	+11%	+$1.02M	0.01%	844
2024 Q3	$8.79M	Sell	129,811 -1,410	-1%	-$92K	0.01%	897
2024 Q2	$8.21M	Sell	131,221 -42,052	-24%	-$2.65M	0.01%	898
2024 Q1	$11.4M	Sell	173,273 -1,912	-1%	-$118K	0.02%	727
2023 Q4	$10.8M	Buy	175,185 +12,146	+7%	+$673K	0.02%	701
2023 Q3	$8.89M	Sell	163,039 -35,913	-18%	-$2.07M	0.02%	738
2023 Q2	$11.4M	Buy	198,952 +745	+0.4%	+$40.7K	0.02%	622
2023 Q1	$10.9K	Buy	198,207 +24,867	+14%	+$1.4M	0.02%	629
2022 Q4	$9.21M	Sell	173,340 -7,364	-4%	-$395K	0.02%	657
2022 Q3	$8.99M	Sell	180,704 -45,781	-20%	-$2.53M	0.02%	621
2022 Q2	$11.7M	Buy	226,485 +27,254	+14%	+$1.54M	0.03%	511
2022 Q1	$12.4M	Buy	199,231 +23,950	+14%	+$1.47M	0.03%	534
2021 Q4	$11.6M	Buy	175,281 +25,844	+17%	+$1.72M	0.03%	551
2021 Q3	$9.59M	Buy	149,437 +110,277	+282%	+$7.19M	0.02%	588
2021 Q2	$2.59M	Buy	39,160 +22,476	+135%	+$1.46M	0.01%	1254
2021 Q1	$1.05M	Buy	16,684 +3,288	+25%	+$203K	﹤0.01%	1755
2020 Q4	$760K	Buy	13,396 +5,375	+67%	+$276K	﹤0.01%	1846
2020 Q3	$359K	Buy	+8,021	New	+$359K	﹤0.01%	2222

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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

Commonwealth Equity Services's SMMD Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares Russell 2500 ETF (SMMD) stake by 12% in Q1 2026, selling an estimated $982K and leaving 93,234 shares worth $7.12M. The position accounts for 0.01% of the portfolio, ranked #1112.

Commonwealth Equity Services first reported a position in SMMD in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.4M in Q1 2022. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Commonwealth Equity Services held 93,234 shares of iShares Russell 2500 ETF worth $7.12M as of Q1 2026.
Commonwealth Equity Services sold 12,450 iShares Russell 2500 ETF shares in Q1 2026, an estimated $982K.
iShares Russell 2500 ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1112 holding.
Commonwealth Equity Services first reported a position in iShares Russell 2500 ETF in Q3 2020 and has held it in 23 quarters since.
Commonwealth Equity Services's iShares Russell 2500 ETF position peaked at $12.4M in Q1 2022.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.