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Little House Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Little House 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
2026
Q2 		$601K Buy
6,555
+304
+5% +$26.1K 0.13% 104
2026
Q1 		$477K Buy
6,251
+145
+2% +$11.4K 0.12% 103
2025
Q4 		$458K Sell
6,106
-305
-5% -$22.7K 0.11% 100
2025
Q3 		$473K Buy
6,411
+303
+5% +$21.6K 0.11% 109
2025
Q2 		$414K Sell
6,108
-1,437
-19% -$91.1K 0.1% 106
2025
Q1 		$472K Buy
7,545
+631
+9% +$42.5K 0.13% 113
2024
Q4 		$470K Sell
6,914
-97
-1% -$6.78K 0.13% 93
2024
Q3 		$475K Buy
7,011
+135
+2% +$8.81K 0.14% 97
2024
Q2 		$430K Sell
6,876
-301
-4% -$18.9K 0.13% 100
2024
Q1 		$471K Buy
7,177
+782
+12% +$48.4K 0.16% 107
2023
Q4 		$394K Buy
6,395
+276
+5% +$15.3K 0.14% 100
2023
Q3 		$334K Buy
6,119
+258
+4% +$14.9K 0.14% 105
2023
Q2 		$337K Buy
5,861
+1,153
+24% +$63K 0.14% 98
2023
Q1 		$258K Sell
4,708
-2,299
-33% -$129K 0.12% 102
2022
Q4 		$372K Sell
7,007
-151,113
-96% -$8.11M 0.18% 96
2022
Q3 		$7.87M Buy
158,120
+7,687
+5% +$424K 4.19% 5
2022
Q2 		$7.76M Buy
150,433
+49,835
+50% +$2.82M 4.18% 4
2022
Q1 		$6.28M Buy
100,598
+55,252
+122% +$3.4M 3.21% 3
2021
Q4 		$3.01M Buy
45,346
+2,179
+5% +$145K 1.59% 12
2021
Q3 		$2.77M Sell
43,167
-1,237
-3% -$80.6K 1.62% 12
2021
Q2 		$2.94M Buy
+44,404
New +$2.89M 1.59% 10

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Little House Capital's SMMD Position: Q2 2026 in Review

Little House Capital increased its iShares Russell 2500 ETF (SMMD) stake by 4.9% in Q2 2026, buying an estimated $26.1K and bringing the position to 6,555 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #104.

Little House Capital first reported a position in SMMD in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.87M in Q3 2022. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Little House Capital held 6,555 shares of iShares Russell 2500 ETF worth $601K as of Q2 2026.
  • Little House Capital bought 304 iShares Russell 2500 ETF shares in Q2 2026, an estimated $26.1K.
  • iShares Russell 2500 ETF made up 0.13% of Little House Capital's portfolio in Q2 2026, its #104 holding.
  • Little House Capital first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 21 quarters since.
  • Little House Capital's iShares Russell 2500 ETF position peaked at $7.87M in Q3 2022.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.