First Heartland Consultants’s iShares Russell 2500 ETF SMMD Stock Holding History

First Heartland Consultants’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	$317K	Sell	3,464 -346	-9%	-$29.7K	0.02%	450
2026 Q1	$291K	Sell	3,810 -153	-4%	-$12.1K	0.02%	416
2025 Q4	$297K	Buy	3,963 +418	+12%	+$31.1K	0.02%	420
2025 Q3	$261K	Buy	3,545 +562	+19%	+$40K	0.02%	434
2025 Q2	$202K	Buy	+2,983	New	+$189K	0.02%	485
2025 Q1	–	Sell	-3,013	Closed	-$205K	–	479
2024 Q4	$205K	Buy	3,013 +46	+2%	+$3.22K	0.02%	430
2024 Q3	$201K	Buy	+2,967	New	+$194K	0.02%	443

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Heartland Consultants's SMMD Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Russell 2500 ETF (SMMD) stake by 9.1% in Q2 2026, selling an estimated $29.7K and leaving 3,464 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #450.

First Heartland Consultants first reported a position in SMMD in Q3 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

First Heartland Consultants held 3,464 shares of iShares Russell 2500 ETF worth $317K as of Q2 2026.
First Heartland Consultants sold 346 iShares Russell 2500 ETF shares in Q2 2026, an estimated $29.7K.
iShares Russell 2500 ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #450 holding.
First Heartland Consultants first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.