Creative Planning
SMMD icon

Creative Planning’s iShares Russell 2500 ETF SMMD Stock Holding History

Creative Planning’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 		$1.06M Buy
13,890
+5,022
+57% +$396K ﹤0.01% 2410
2025
Q4 		$665K Sell
8,868
-3,565
-29% -$265K ﹤0.01% 2607
2025
Q3 		$917K Buy
12,433
+250
+2% +$17.8K ﹤0.01% 2194
2025
Q2 		$826K Sell
12,183
-2,999
-20% -$190K ﹤0.01% 2016
2025
Q1 		$949K Buy
15,182
+2,239
+17% +$151K ﹤0.01% 1759
2024
Q4 		$880K Buy
12,943
+510
+4% +$35.7K ﹤0.01% 1738
2024
Q3 		$842K Sell
12,433
-237
-2% -$15.5K ﹤0.01% 1657
2024
Q2 		$793K Sell
12,670
-385
-3% -$24.2K ﹤0.01% 1589
2024
Q1 		$857K Hold
13,055
– – ﹤0.01% 1438
2023
Q4 		$804K Sell
13,055
-143
-1% -$7.92K ﹤0.01% 1366
2023
Q3 		$719K Sell
13,198
-367
-3% -$21.1K ﹤0.01% 1328
2023
Q2 		$780K Buy
13,565
+357
+3% +$19.5K ﹤0.01% 1263
2023
Q1 		$724K Sell
13,208
-2,506
-16% -$141K ﹤0.01% 1250
2022
Q4 		$835K Buy
15,714
+4,003
+34% +$215K ﹤0.01% 1127
2022
Q3 		$583K Sell
11,711
-84
-0.7% -$4.64K ﹤0.01% 1241
2022
Q2 		$609K Buy
11,795
+958
+9% +$54.2K ﹤0.01% 1206
2022
Q1 		$676K Buy
10,837
+3,350
+45% +$206K ﹤0.01% 1178
2021
Q4 		$497K Hold
7,487
– – ﹤0.01% 1306
2021
Q3 		$481K Hold
7,487
– – ﹤0.01% 1327
2021
Q2 		$496K Sell
7,487
-182
-2% -$11.8K ﹤0.01% 1286
2021
Q1 		$482K Buy
+7,669
New +$474K ﹤0.01% 1471

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

Creative Planning's SMMD Position: Q1 2026 in Review

Creative Planning increased its iShares Russell 2500 ETF (SMMD) stake by 57% in Q1 2026, buying an estimated $396K and bringing the position to 13,890 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

Creative Planning first reported a position in SMMD in Q1 2021 and has held it in 21 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Creative Planning held 13,890 shares of iShares Russell 2500 ETF worth $1.06M as of Q1 2026.
  • Creative Planning bought 5,022 iShares Russell 2500 ETF shares in Q1 2026, an estimated $396K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2410 holding.
  • Creative Planning first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 21 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.