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IHT Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

IHT Wealth Management’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 		$336K Buy
4,396
+1,484
+51% +$117K 0.01% 970
2025
Q4 		$218K Buy
+2,912
New +$217K 0.01% 1098
2024
Q4 		– Sell
-2,973
Closed -$200K – 1196
2024
Q3 		$200K Buy
+2,973
New +$194K 0.01% 1091

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
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

IHT Wealth Management's SMMD Position: Q1 2026 in Review

IHT Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 51% in Q1 2026, buying an estimated $117K and bringing the position to 4,396 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #970.

IHT Wealth Management first reported a position in SMMD in Q3 2024 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • IHT Wealth Management held 4,396 shares of iShares Russell 2500 ETF worth $336K as of Q1 2026.
  • IHT Wealth Management bought 1,484 iShares Russell 2500 ETF shares in Q1 2026, an estimated $117K.
  • iShares Russell 2500 ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #970 holding.
  • IHT Wealth Management first reported a position in iShares Russell 2500 ETF in Q3 2024 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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