Jones Financial Companies
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Jones Financial Companies’s iShares Russell 2500 ETF SMMD Stock Holding History

Jones Financial Companies’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 		$581K Buy
7,790
+3,378
+77% +$266K ﹤0.01% 1966
2025
Q4 		$331K Buy
4,412
+1,302
+42% +$97K ﹤0.01% 1687
2025
Q3 		$229K Buy
3,110
+2,213
+247% +$158K ﹤0.01% 1733
2025
Q2 		$60.6K Buy
897
+504
+128% +$31.9K ﹤0.01% 2143
2025
Q1 		$24.6K Buy
393
+140
+55% +$9.44K ﹤0.01% 2353
2024
Q4 		$17.2K Buy
+253
New +$17.7K ﹤0.01% 2315

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

Jones Financial Companies's SMMD Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Russell 2500 ETF (SMMD) stake by 77% in Q1 2026, buying an estimated $266K and bringing the position to 7,790 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Jones Financial Companies first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Jones Financial Companies held 7,790 shares of iShares Russell 2500 ETF worth $581K as of Q1 2026.
  • Jones Financial Companies bought 3,378 iShares Russell 2500 ETF shares in Q1 2026, an estimated $266K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1966 holding.
  • Jones Financial Companies first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.