Firestone Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Firestone Capital Management’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	$305K	Hold	4,000	–	–	0.06%	130
2025 Q4	$300K	Hold	4,000	–	–	0.06%	134
2025 Q3	$295K	Hold	4,000	–	–	0.06%	132
2025 Q2	$271K	Hold	4,000	–	–	0.06%	136
2025 Q1	$250K	Hold	4,000	–	–	0.07%	127
2024 Q4	$272K	Hold	4,000	–	–	0.07%	128
2024 Q3	$271K	Hold	4,000	–	–	0.07%	125
2024 Q2	$250K	Hold	4,000	–	–	0.07%	126
2024 Q1	$262K	Hold	4,000	–	–	0.07%	122
2023 Q4	$246K	Hold	4,000	–	–	0.08%	113
2023 Q3	$218K	Hold	4,000	–	–	0.07%	119
2023 Q2	$237K	Hold	4,000	–	–	0.08%	113
2023 Q1	$219K	Hold	4,000	–	–	0.08%	111
2022 Q4	$213K	Buy	+4,000	New	+$215K	0.08%	109
2022 Q3	–	Sell	-4,000	Closed	-$206K	–	117
2022 Q2	$206K	Hold	4,000	–	–	0.08%	109
2022 Q1	$250K	Hold	4,000	–	–	0.08%	105
2021 Q4	$266K	Hold	4,000	–	–	0.08%	104
2021 Q3	$265K	Hold	4,000	–	–	0.09%	95
2021 Q2	$265K	Hold	4,000	–	–	0.1%	93
2021 Q1	$252K	Hold	4,000	–	–	0.09%	92
2020 Q4	$227K	Hold	4,000	–	–	0.09%	92
2020 Q3	$179K	Hold	4,000	–	–	0.08%	95
2020 Q2	$170K	Hold	4,000	–	–	0.08%	94
2020 Q1	$134K	Buy	+4,000	New	+$175K	0.07%	102

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

Firestone Capital Management's SMMD Position: Q1 2026 in Review

Firestone Capital Management held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 4,000 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #130.

Firestone Capital Management first reported a position in SMMD in Q1 2020 and has held it in 24 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Firestone Capital Management held 4,000 shares of iShares Russell 2500 ETF worth $305K as of Q1 2026.
Firestone Capital Management left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
iShares Russell 2500 ETF made up 0.06% of Firestone Capital Management's portfolio in Q1 2026, its #130 holding.
Firestone Capital Management first reported a position in iShares Russell 2500 ETF in Q1 2020 and has held it in 24 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.