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Lindbrook Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Lindbrook Capital’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
-3,345
Closed -$227K – 2920
2024
Q4 		$227K Hold
3,345
– – 0.02% 361
2024
Q3 		$227K Buy
+3,345
New +$218K 0.02% 367
2023
Q1 		– Sell
-3,345
Closed -$178K – 2900
2022
Q4 		$178K Buy
+3,345
New +$180K 0.02% 355

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 $61.7B AUM 33.76% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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

Lindbrook Capital's SMMD Position: Q1 2025 in Review

Lindbrook Capital sold out of iShares Russell 2500 ETF (SMMD) in Q1 2025, closing a stake of 3,345 shares — an estimated $227K sold.

Lindbrook Capital first reported a position in SMMD in Q4 2022 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 193 funds tracked by Wall St. Rank hold SMMD as of Q1 2025.

  • Lindbrook Capital reported no remaining iShares Russell 2500 ETF position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 3,345 iShares Russell 2500 ETF shares in Q1 2025, an estimated $227K.
  • Lindbrook Capital first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 3 quarters.
  • Lindbrook Capital's iShares Russell 2500 ETF position peaked at $227K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.