IEQ Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

IEQ Capital’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	$237K	Buy	+3,102	New	+$245K	﹤0.01%	1623

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

IEQ Capital's SMMD Position: Q1 2026 in Review

IEQ Capital opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 3,102 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings.

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

IEQ Capital held 3,102 shares of iShares Russell 2500 ETF worth $237K as of Q1 2026.
iShares Russell 2500 ETF was a new IEQ Capital position in Q1 2026.
iShares Russell 2500 ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1623 holding.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.