EH
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Equitable Holdings’s iShares Russell 2500 ETF SMMD Stock Holding History

Equitable Holdings’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 		$288K Buy
3,837
+62
+2% +$4.89K ﹤0.01% 1476
2025
Q4 		$283K Buy
3,775
+21
+0.6% +$1.56K ﹤0.01% 1358
2025
Q3 		$277K Buy
3,754
+183
+5% +$13K ﹤0.01% 1302
2025
Q2 		$242K Buy
3,571
+24
+0.7% +$1.52K ﹤0.01% 1289
2025
Q1 		$222K Buy
3,547
+118
+3% +$7.95K ﹤0.01% 1203
2024
Q4 		$233K Buy
3,429
+32
+0.9% +$2.24K ﹤0.01% 1145
2024
Q3 		$230K Buy
+3,397
New +$222K ﹤0.01% 1137

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

Equitable Holdings's SMMD Position: Q1 2026 in Review

Equitable Holdings increased its iShares Russell 2500 ETF (SMMD) stake by 1.6% in Q1 2026, buying an estimated $4.89K and bringing the position to 3,837 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Equitable Holdings first reported a position in SMMD in Q3 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Equitable Holdings held 3,837 shares of iShares Russell 2500 ETF worth $288K as of Q1 2026.
  • Equitable Holdings bought 62 iShares Russell 2500 ETF shares in Q1 2026, an estimated $4.89K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1476 holding.
  • Equitable Holdings first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.