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Opulen Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Opulen 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 		$211K Buy
2,768
+6
+0.2% +$473 0.15% 109
2025
Q4 		$207K Sell
2,762
-29
-1% -$2.16K 0.15% 107
2025
Q3 		$206K Buy
+2,791
New +$199K 0.16% 103

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

Opulen Financial Group's SMMD Position: Q1 2026 in Review

Opulen Financial Group increased its iShares Russell 2500 ETF (SMMD) stake by 0.22% in Q1 2026, buying an estimated $473 and bringing the position to 2,768 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #109.

Opulen Financial Group first reported a position in SMMD in Q3 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Opulen Financial Group held 2,768 shares of iShares Russell 2500 ETF worth $211K as of Q1 2026.
  • Opulen Financial Group bought 6 iShares Russell 2500 ETF shares in Q1 2026, an estimated $473.
  • iShares Russell 2500 ETF made up 0.15% of Opulen Financial Group's portfolio in Q1 2026, its #109 holding.
  • Opulen Financial Group first reported a position in iShares Russell 2500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.