MassMutual Private Wealth & Trust
SMMD icon

MassMutual Private Wealth & Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

MassMutual Private Wealth & 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
2026
Q3 		$227K Sell
2,655
-285
-10% -$25.6K 0.01% 419
2026
Q2 		$269K Buy
2,940
+785
+36% +$67.4K 0.01% 406
2026
Q1 		$165K Buy
+2,155
New +$170K ﹤0.01% 469

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMMD Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 2500 ETF (SMMD) stake by 9.7% in Q3 2026, selling an estimated $25.6K and leaving 2,655 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #419.

MassMutual Private Wealth & Trust first reported a position in SMMD in Q1 2026 and has held it in 3 quarters since. The position peaked at $269K in Q2 2026. 241 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • MassMutual Private Wealth & Trust held 2,655 shares of iShares Russell 2500 ETF worth $227K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 285 iShares Russell 2500 ETF shares in Q3 2026, an estimated $25.6K.
  • iShares Russell 2500 ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #419 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 2500 ETF in Q1 2026 and has held it in 3 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 2500 ETF position peaked at $269K in Q2 2026.
  • 241 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.