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 Q2	$18.6M	Buy	203,409 +47,778	+31%	+$4.1M	0.29%	102
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 $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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Curi RMB Capital's SMMD Position: Q2 2026 in Review

Curi RMB Capital increased its iShares Russell 2500 ETF (SMMD) stake by 31% in Q2 2026, buying an estimated $4.1M and bringing the position to 203,409 shares worth $18.6M. The position accounts for 0.29% of the portfolio, ranked #102.

Curi RMB Capital first reported a position in SMMD in Q4 2022 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Curi RMB Capital held 203,409 shares of iShares Russell 2500 ETF worth $18.6M as of Q2 2026.
Curi RMB Capital bought 47,778 iShares Russell 2500 ETF shares in Q2 2026, an estimated $4.1M.
iShares Russell 2500 ETF made up 0.29% of Curi RMB Capital's portfolio in Q2 2026, its #102 holding.
Curi RMB Capital first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.