IA
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Integrity Alliance’s iShares Russell 2500 ETF SMMD Stock Holding History

Integrity Alliance’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 		$259K Hold
3,387
– – 0.01% 628
2025
Q4 		$254K Hold
3,387
– – 0.01% 656
2025
Q3 		$250K Buy
3,387
+103
+3% +$7.34K 0.01% 475
2025
Q2 		$223K Sell
3,284
-1,272
-28% -$80.6K 0.01% 436
2025
Q1 		$285K Buy
+4,556
New +$307K 0.01% 499

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

Integrity Alliance's SMMD Position: Q1 2026 in Review

Integrity Alliance held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 3,387 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #628.

Integrity Alliance first reported a position in SMMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $285K in Q1 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Integrity Alliance held 3,387 shares of iShares Russell 2500 ETF worth $259K as of Q1 2026.
  • Integrity Alliance left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
  • iShares Russell 2500 ETF made up 0.01% of Integrity Alliance's portfolio in Q1 2026, its #628 holding.
  • Integrity Alliance first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's iShares Russell 2500 ETF position peaked at $285K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.