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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
Q2 		– Sell
-4,396
Closed -$336K – 1340
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 $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's SMMD Position: Q2 2026 in Review

IHT Wealth Management sold out of iShares Russell 2500 ETF (SMMD) in Q2 2026, closing a stake of 4,396 shares — an estimated $336K sold.

IHT Wealth Management first reported a position in SMMD in Q3 2024 and held it in 3 quarters. The position peaked at $336K in Q1 2026. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • IHT Wealth Management reported no remaining iShares Russell 2500 ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 4,396 iShares Russell 2500 ETF shares in Q2 2026, an estimated $336K.
  • IHT Wealth Management first reported a position in iShares Russell 2500 ETF in Q3 2024 and held it in 3 quarters.
  • IHT Wealth Management's iShares Russell 2500 ETF position peaked at $336K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.