Financial Management Network’s iShares Russell 2500 ETF SMMD Stock Holding History

Financial Management Network’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	$381K	Sell	4,728 -550	-10%	-$43.4K	0.06%	144
2025 Q4	$401K	Buy	5,278 +2	+0%	+$149	0.06%	130
2025 Q3	$395K	Sell	5,276 -87	-2%	-$6.2K	0.07%	132
2025 Q2	$373K	Sell	5,363 -116	-2%	-$7.35K	0.07%	130
2025 Q1	$307K	Buy	5,479 +559	+11%	+$37.7K	0.07%	129
2024 Q4	$339K	Buy	4,920 +617	+14%	+$43.1K	0.07%	126
2024 Q3	$291K	Buy	+4,303	New	+$281K	0.06%	143

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

Financial Management Network's SMMD Position: Q1 2026 in Review

Financial Management Network reduced its iShares Russell 2500 ETF (SMMD) stake by 10% in Q1 2026, selling an estimated $43.4K and leaving 4,728 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #144.

Financial Management Network first reported a position in SMMD in Q3 2024 and has held it in 7 quarters since. The position peaked at $401K in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Financial Management Network held 4,728 shares of iShares Russell 2500 ETF worth $381K as of Q1 2026.
Financial Management Network sold 550 iShares Russell 2500 ETF shares in Q1 2026, an estimated $43.4K.
iShares Russell 2500 ETF made up 0.06% of Financial Management Network's portfolio in Q1 2026, its #144 holding.
Financial Management Network first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 7 quarters since.
Financial Management Network's iShares Russell 2500 ETF position peaked at $401K in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.