Focus Partners Wealth
SMMD icon

Focus Partners Wealth’s iShares Russell 2500 ETF SMMD Stock Holding History

Focus Partners Wealth’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 		$58.3M Buy
763,695
+5,700
+0.8% +$449K 0.06% 262
2025
Q4 		$56.8M Buy
757,995
+262,684
+53% +$19.6M 0.06% 263
2025
Q3 		$36.5M Buy
495,311
+3,873
+0.8% +$276K 0.06% 273
2025
Q2 		$33.3M Buy
491,438
+86,857
+21% +$5.5M 0.07% 253
2025
Q1 		$25.3M Buy
404,581
+181,728
+82% +$12.2M 0.06% 280
2024
Q4 		$15.2M Buy
222,853
+6,798
+3% +$475K 0.04% 375
2024
Q3 		$14.6M Sell
216,055
-9,209
-4% -$601K 0.05% 338
2024
Q2 		$14.1M Buy
225,264
+31,313
+16% +$1.97M 0.05% 302
2024
Q1 		$12.7M Buy
193,951
+38,808
+25% +$2.4M 0.1% 192
2023
Q4 		$9.55M Buy
+155,143
New +$8.6M 0.13% 162

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth's SMMD Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Russell 2500 ETF (SMMD) stake by 0.75% in Q1 2026, buying an estimated $449K and bringing the position to 763,695 shares worth $58.3M. The position accounts for 0.06% of the portfolio, ranked #262.

Focus Partners Wealth first reported a position in SMMD in Q4 2023 and has held it in 10 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Focus Partners Wealth held 763,695 shares of iShares Russell 2500 ETF worth $58.3M as of Q1 2026.
  • Focus Partners Wealth bought 5,700 iShares Russell 2500 ETF shares in Q1 2026, an estimated $449K.
  • iShares Russell 2500 ETF made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #262 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.