HFO
SMMD icon

Heritage Family Offices’s iShares Russell 2500 ETF SMMD Stock Holding History

Heritage Family Offices’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 		$11.6M Sell
152,444
-72,390
-32% -$5.71M 5.16% 1
2025
Q4 		$16.8M Buy
224,834
+5,567
+3% +$415K 7.66% 1
2025
Q3 		$16.2M Sell
219,267
-724
-0.3% -$51.6K 7.52% 2
2025
Q2 		$13.8M Sell
219,991
-8
-0% -$507 6.97% 2
2025
Q1 		$13.8M Buy
219,999
+29,434
+15% +$1.98M 7.04% 2
2024
Q4 		$13M Buy
190,565
+1,363
+0.7% +$95.3K 6.47% 2
2024
Q3 		$12.8M Sell
189,202
-4,518
-2% -$295K 6.62% 2
2024
Q2 		$12.1M Buy
+193,720
New +$12.2M 6.73% 2

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 $245B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 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
Focus Partners Wealth
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