LT
SMMD icon

Legacy Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

Legacy Trust’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
Q2 		– Sell
-6,540
Closed -$409K – 158
2025
Q1 		$409K Hold
6,540
– – 0.1% 118
2024
Q4 		$445K Hold
6,540
– – 0.1% 111
2024
Q3 		$443K Sell
6,540
-107
-2% -$6.98K 0.1% 113
2024
Q2 		$416K Sell
6,647
-253
-4% -$15.9K 0.1% 111
2024
Q1 		$453K Hold
6,900
– – 0.11% 112
2023
Q4 		$425K Hold
6,900
– – 0.11% 115
2023
Q3 		$376K Hold
6,900
– – 0.11% 114
2023
Q2 		$397K Hold
6,900
– – 0.11% 114
2023
Q1 		$378K Sell
6,900
-500
-7% -$28.1K 0.11% 114
2022
Q4 		$393K Buy
+7,400
New +$397K 0.12% 110

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FWIA
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CCM
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Bank of America
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CTC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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