Janney Montgomery Scott
SMMD icon

Janney Montgomery Scott’s iShares Russell 2500 ETF SMMD Stock Holding History

Janney Montgomery Scott’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 		$10.1M Buy
132,395
+18,614
+16% +$1.47M 0.03% 583
2025
Q4 		$8.53M Buy
113,781
+58,424
+106% +$4.35M 0.02% 680
2025
Q3 		$4.08M Buy
55,357
+2,303
+4% +$164K 0.01% 971
2025
Q2 		$3.6M Sell
53,054
-2,210
-4% -$140K 0.01% 951
2025
Q1 		$3.46M Buy
55,264
+1,063
+2% +$71.6K 0.01% 921
2024
Q4 		$3.69M Sell
54,201
-1,135
-2% -$79.4K 0.01% 886
2024
Q3 		$3.75M Sell
55,336
-1,689
-3% -$110K 0.01% 855
2024
Q2 		$3.57M Buy
57,025
+4,359
+8% +$274K 0.01% 844
2024
Q1 		$3.46M Buy
52,666
+1,048
+2% +$64.8K 0.01% 902
2023
Q4 		$3.18M Buy
51,618
+1,442
+3% +$79.9K 0.01% 911
2023
Q3 		$2.73M Buy
50,176
+1,581
+3% +$91K 0.01% 902
2023
Q2 		$2.79M Sell
48,595
-131
-0.3% -$7.16K 0.01% 923
2023
Q1 		$2.67M Buy
48,726
+34,414
+240% +$1.93M 0.01% 864
2022
Q4 		$761K Buy
14,312
+1,119
+8% +$60.1K ﹤0.01% 1514
2022
Q3 		$656K Buy
13,193
+4,552
+53% +$251K ﹤0.01% 1521
2022
Q2 		$455K Buy
+8,641
New +$489K ﹤0.01% 1664
2022
Q1 		– Sell
-3,175
Closed -$211K – 2417
2021
Q4 		$211K Hold
3,175
– – ﹤0.01% 2209
2021
Q3 		$204K Hold
3,175
– – ﹤0.01% 2159
2021
Q2 		$210K Buy
+3,175
New +$206K ﹤0.01% 2111

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

Janney Montgomery Scott's SMMD Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares Russell 2500 ETF (SMMD) stake by 16% in Q1 2026, buying an estimated $1.47M and bringing the position to 132,395 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #583.

Janney Montgomery Scott first reported a position in SMMD in Q2 2021 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Janney Montgomery Scott held 132,395 shares of iShares Russell 2500 ETF worth $10.1M as of Q1 2026.
  • Janney Montgomery Scott bought 18,614 iShares Russell 2500 ETF shares in Q1 2026, an estimated $1.47M.
  • iShares Russell 2500 ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #583 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 19 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.