Golden State Equity Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Golden State Equity Partners’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	$57.6K	Buy	+754	New	+$59.4K	﹤0.01%	862

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

Golden State Equity Partners's SMMD Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 754 shares worth $57.6K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings.

231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Golden State Equity Partners held 754 shares of iShares Russell 2500 ETF worth $57.6K as of Q1 2026.
iShares Russell 2500 ETF was a new Golden State Equity Partners position in Q1 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #862 holding.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.