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Principal Securities’s iShares Russell 2500 ETF SMMD Stock Holding History

Principal Securities’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
Q4 		– Sell
-25
Closed -$1.84K – 3192
2025
Q3 		$1.84K Hold
25
– – ﹤0.01% 3255
2025
Q2 		$1.7K Hold
25
– – ﹤0.01% 3198
2025
Q1 		$1.7K Hold
25
– – ﹤0.01% 3082
2024
Q4 		$1.7K Hold
25
– – ﹤0.01% 3076
2024
Q3 		$1.69K Hold
25
– – ﹤0.01% 3000
2024
Q2 		$1.56K Hold
25
– – ﹤0.01% 2974
2024
Q1 		$1.64K Hold
25
– – ﹤0.01% 2923
2023
Q4 		$1.54K Buy
+25
New +$1.39K ﹤0.01% 2867

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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

Principal Securities's SMMD Position: Q4 2025 in Review

Principal Securities sold out of iShares Russell 2500 ETF (SMMD) in Q4 2025, closing a stake of 25 shares — an estimated $1.84K sold.

Principal Securities first reported a position in SMMD in Q4 2023 and held it in 8 quarters. The position peaked at $1.84K in Q3 2025. 221 funds tracked by Wall St. Rank hold SMMD as of Q4 2025.

  • Principal Securities reported no remaining iShares Russell 2500 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 25 iShares Russell 2500 ETF shares in Q4 2025, an estimated $1.84K.
  • Principal Securities first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Russell 2500 ETF position peaked at $1.84K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.