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Old Mission Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Old Mission 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
Q3 		– Sell
-4,995
Closed -$339K – 1300
2025
Q2 		$339K Buy
+4,995
New +$317K 0.01% 852
2024
Q4 		– Sell
-25,651
Closed -$1.74M – 1155
2024
Q3 		$1.74M Buy
+25,651
New +$1.67M 0.03% 350

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
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

Old Mission Capital's SMMD Position: Q3 2025 in Review

Old Mission Capital sold out of iShares Russell 2500 ETF (SMMD) in Q3 2025, closing a stake of 4,995 shares — an estimated $339K sold.

Old Mission Capital first reported a position in SMMD in Q3 2024 and held it in 2 quarters. The position peaked at $1.74M in Q3 2024. 193 funds tracked by Wall St. Rank hold SMMD as of Q3 2025.

  • Old Mission Capital reported no remaining iShares Russell 2500 ETF position as of Q3 2025 after selling out during the quarter.
  • Old Mission Capital sold 4,995 iShares Russell 2500 ETF shares in Q3 2025, an estimated $339K.
  • Old Mission Capital first reported a position in iShares Russell 2500 ETF in Q3 2024 and held it in 2 quarters.
  • Old Mission Capital's iShares Russell 2500 ETF position peaked at $1.74M in Q3 2024.
  • 193 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2025.

Based on Old Mission Capital's 13F filing for Q3 2025, filed 14 Nov 2025.