Curi RMB Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Curi RMB Capital’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	$11.9M	Sell	155,631 -6,553	-4%	-$517K	0.21%	121
2025 Q4	$12.2M	Buy	162,184 +62,250	+62%	+$4.64M	0.21%	120
2025 Q3	$7.37M	Buy	99,934 +48,550	+94%	+$3.46M	0.14%	174
2025 Q2	$3.48M	Buy	51,384 +24,685	+92%	+$1.56M	0.07%	254
2025 Q1	$1.67M	Buy	+26,699	New	+$1.8M	0.04%	285
2023 Q1	–	Sell	-21,066	Closed	-$1.12M	–	503
2022 Q4	$1.12M	Buy	+21,066	New	+$1.13M	0.04%	267

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

Curi RMB Capital's SMMD Position: Q1 2026 in Review

Curi RMB Capital reduced its iShares Russell 2500 ETF (SMMD) stake by 4% in Q1 2026, selling an estimated $517K and leaving 155,631 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #121.

Curi RMB Capital first reported a position in SMMD in Q4 2022 and has held it in 6 quarters since. The position peaked at $12.2M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Curi RMB Capital held 155,631 shares of iShares Russell 2500 ETF worth $11.9M as of Q1 2026.
Curi RMB Capital sold 6,553 iShares Russell 2500 ETF shares in Q1 2026, an estimated $517K.
iShares Russell 2500 ETF made up 0.21% of Curi RMB Capital's portfolio in Q1 2026, its #121 holding.
Curi RMB Capital first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 6 quarters since.
Curi RMB Capital's iShares Russell 2500 ETF position peaked at $12.2M in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.