OCM
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One Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

One Capital Management’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
-6,761
Closed -$460K – 429
2024
Q4 		$460K Sell
6,761
-446
-6% -$31.2K 0.02% 281
2024
Q3 		$488K Buy
7,207
+4
+0.1% +$261 0.02% 282
2024
Q2 		$451K Buy
7,203
+696
+11% +$43.8K 0.02% 298
2024
Q1 		$427K Buy
6,507
+2,453
+61% +$152K 0.02% 227
2023
Q4 		$250K Buy
4,054
+260
+7% +$14.4K 0.01% 263
2023
Q3 		$207K Buy
+3,794
New +$218K 0.01% 268
2023
Q2 		– Sell
-4,317
Closed -$237K – 318
2023
Q1 		$237K Hold
4,317
– – 0.01% 289
2022
Q4 		$229K Buy
+4,317
New +$232K 0.01% 265
2022
Q3 		– Sell
-3,921
Closed -$202K – 315
2022
Q2 		$202K Buy
+3,921
New +$222K 0.01% 304

Other funds holding SMMD

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FWIA
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CCM
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Bank of America
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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 $54.7B AUM 26.51% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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