First Nebraska Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

First Nebraska 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	$228K	Buy	+2,486	New	+$213K	0.02%	216
2025 Q4	–	Sell	-2,986	Closed	-$220K	–	221
2025 Q3	$220K	Hold	2,986	–	–	0.02%	194
2025 Q2	$202K	Buy	+2,986	New	+$189K	0.02%	193
2025 Q1	–	Sell	-2,986	Closed	-$203K	–	195
2024 Q4	$203K	Hold	2,986	–	–	0.02%	186
2024 Q3	$202K	Buy	+2,986	New	+$195K	0.02%	195
2021 Q1	–	Sell	-3,886	Closed	-$221K	–	175
2020 Q4	$221K	Buy	+3,886	New	+$200K	0.03%	156

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 Nebraska Trust's SMMD Position: Q2 2026 in Review

First Nebraska Trust opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 2,486 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: First Nebraska Trust previously reported a position in SMMD as recently as Q3 2025.

First Nebraska Trust first reported a position in SMMD in Q4 2020 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

First Nebraska Trust held 2,486 shares of iShares Russell 2500 ETF worth $228K as of Q2 2026.
iShares Russell 2500 ETF was a new First Nebraska Trust position in Q2 2026.
iShares Russell 2500 ETF made up 0.02% of First Nebraska Trust's portfolio in Q2 2026, its #216 holding.
First Nebraska Trust first reported a position in iShares Russell 2500 ETF in Q4 2020 and has held it in 6 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.