First National Advisers’s iShares Russell 2500 ETF SMMD Stock Holding History

First National Advisers’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	$309K	Hold	4,053	–	–	0.05%	211
2025 Q4	$304K	Hold	4,053	–	–	0.04%	206
2025 Q3	$299K	Buy	4,053 +1,010	+33%	+$72K	0.04%	207
2025 Q2	$206K	Buy	+3,043	New	+$193K	0.03%	215
2025 Q1	–	Sell	-3,043	Closed	-$207K	–	221
2024 Q4	$207K	Hold	3,043	–	–	0.03%	173
2024 Q3	$206K	Buy	+3,043	New	+$199K	0.03%	215

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

First National Advisers's SMMD Position: Q1 2026 in Review

First National Advisers held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 4,053 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #211.

First National Advisers first reported a position in SMMD in Q3 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

First National Advisers held 4,053 shares of iShares Russell 2500 ETF worth $309K as of Q1 2026.
First National Advisers left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
iShares Russell 2500 ETF made up 0.05% of First National Advisers's portfolio in Q1 2026, its #211 holding.
First National Advisers first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.