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DT Investment Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

DT Investment Partners’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 		$1.53K Hold
20
– – ﹤0.01% 496
2025
Q4 		$1.5K Hold
20
– – ﹤0.01% 522
2025
Q3 		$1.48K Hold
20
– – ﹤0.01% 515
2025
Q2 		$1.36K Hold
20
– – ﹤0.01% 513
2025
Q1 		$1.25K Sell
20
-3,511
-99% -$237K ﹤0.01% 534
2024
Q4 		$240K Buy
3,531
+71
+2% +$4.96K 0.02% 132
2024
Q3 		$234K Sell
3,460
-248
-7% -$16.2K 0.02% 137
2024
Q2 		$232K Sell
3,708
-139
-4% -$8.74K 0.02% 129
2024
Q1 		$252K Sell
3,847
-218
-5% -$13.5K 0.03% 116
2023
Q4 		$249K Buy
4,065
+496
+14% +$27.5K 0.03% 120
2023
Q3 		$195K Sell
3,569
-149
-4% -$8.58K 0.02% 125
2023
Q2 		$223K Sell
3,718
-55
-1% -$3.01K 0.03% 126
2023
Q1 		$204K Buy
3,773
+271
+8% +$15.2K 0.02% 123
2022
Q4 		$186K Buy
3,502
+280
+9% +$15K 0.02% 125
2022
Q3 		$160K Buy
+3,222
New +$178K 0.03% 128
2022
Q1 		– Sell
-3,388
Closed -$225K – 161
2021
Q4 		$225K Sell
3,388
-49
-1% -$3.26K 0.03% 125
2021
Q3 		$220K Buy
3,437
+32
+0.9% +$2.08K 0.03% 141
2021
Q2 		$226K Sell
3,405
-116
-3% -$7.54K 0.03% 115
2021
Q1 		$221K Sell
3,521
-1,117
-24% -$69.1K 0.03% 120
2020
Q4 		$263K Sell
4,638
-1,651
-26% -$84.8K 0.04% 105
2020
Q3 		$282K Sell
6,289
-74
-1% -$3.31K 0.04% 97
2020
Q2 		$270K Buy
6,363
+377
+6% +$14.7K 0.03% 103
2020
Q1 		$201K Buy
5,986
+431
+8% +$18.9K 0.03% 114
2019
Q4 		$267K Buy
5,555
+212
+4% +$9.79K 0.02% 140
2019
Q3 		$238K Sell
5,343
-142
-3% -$6.36K 0.03% 68
2019
Q2 		$248K Buy
5,485
+288
+6% +$12.8K 0.03% 67
2019
Q1 		$229K Buy
+5,197
New +$223K 0.03% 60

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 $18.1B AUM 18.25% 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

DT Investment Partners's SMMD Position: Q1 2026 in Review

DT Investment Partners held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 20 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

DT Investment Partners first reported a position in SMMD in Q1 2019 and has held it in 27 quarters since. The position peaked at $282K in Q3 2020. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • DT Investment Partners held 20 shares of iShares Russell 2500 ETF worth $1.53K as of Q1 2026.
  • DT Investment Partners left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of DT Investment Partners's portfolio in Q1 2026, its #496 holding.
  • DT Investment Partners first reported a position in iShares Russell 2500 ETF in Q1 2019 and has held it in 27 quarters since.
  • DT Investment Partners's iShares Russell 2500 ETF position peaked at $282K in Q3 2020.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.