LT
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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

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Legacy Trust's SMMD Position: Q2 2025 in Review

Legacy Trust sold out of iShares Russell 2500 ETF (SMMD) in Q2 2025, closing a stake of 6,540 shares — an estimated $409K sold.

Legacy Trust first reported a position in SMMD in Q4 2022 and held it in 10 quarters. The position peaked at $453K in Q1 2024. 198 funds tracked by Wall St. Rank hold SMMD as of Q2 2025.

  • Legacy Trust reported no remaining iShares Russell 2500 ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Trust sold 6,540 iShares Russell 2500 ETF shares in Q2 2025, an estimated $409K.
  • Legacy Trust first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 10 quarters.
  • Legacy Trust's iShares Russell 2500 ETF position peaked at $453K in Q1 2024.
  • 198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2025.

Based on Legacy Trust's 13F filing for Q2 2025, filed 22 Jul 2025.