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Kestra Investment Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-549,769
Closed -$37.4M – 1337
2024
Q4 		$37.4M Buy
549,769
+219,514
+66% +$15.3M 1.47% 20
2024
Q3 		$22.4M Buy
330,255
+38,253
+13% +$2.5M 0.96% 27
2024
Q2 		$18.3M Buy
+292,002
New +$18.4M 1.24% 23

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kestra Investment Management's SMMD Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares Russell 2500 ETF (SMMD) in Q1 2025, closing a stake of 549,769 shares — an estimated $37.4M sold.

Kestra Investment Management first reported a position in SMMD in Q2 2024 and held it in 3 quarters. The position peaked at $37.4M in Q4 2024. 193 funds tracked by Wall St. Rank hold SMMD as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares Russell 2500 ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 549,769 iShares Russell 2500 ETF shares in Q1 2025, an estimated $37.4M.
  • Kestra Investment Management first reported a position in iShares Russell 2500 ETF in Q2 2024 and held it in 3 quarters.
  • Kestra Investment Management's iShares Russell 2500 ETF position peaked at $37.4M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.