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First Citizens Bank & Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

First Citizens Bank & Trust’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 		$286K Hold
3,116
– – ﹤0.01% 566
2026
Q1 		$238K Buy
+3,116
New +$246K 0.01% 603

Other funds holding SMMD

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

First Citizens Bank & Trust's SMMD Position: Q2 2026 in Review

First Citizens Bank & Trust held its iShares Russell 2500 ETF (SMMD) position steady in Q2 2026 at 3,116 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

First Citizens Bank & Trust first reported a position in SMMD in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • First Citizens Bank & Trust held 3,116 shares of iShares Russell 2500 ETF worth $286K as of Q2 2026.
  • First Citizens Bank & Trust left its iShares Russell 2500 ETF share count unchanged in Q2 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #566 holding.
  • First Citizens Bank & Trust first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.