OCFG
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O'Connor Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

O'Connor Financial Group’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
Q1 		$384K Buy
5,029
+83
+2% +$6.54K 0.16% 46
2025
Q4 		$396K Sell
4,946
-133
-3% -$9.9K 0.16% 48
2025
Q3 		$374K Buy
5,079
+122
+2% +$8.69K 0.16% 48
2025
Q2 		$345K Buy
4,957
+1,028
+26% +$65.1K 0.15% 44
2025
Q1 		$246K Buy
3,929
+224
+6% +$15.1K 0.13% 48
2024
Q4 		$252K Buy
3,705
+233
+7% +$16.3K 0.13% 50
2024
Q3 		$235K Sell
3,472
-45
-1% -$2.94K 0.12% 50
2024
Q2 		$220K Buy
3,517
+359
+11% +$22.6K 0.13% 47
2024
Q1 		$207K Buy
+3,158
New +$195K 0.12% 44

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return