Raymond James Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

Raymond James Financial’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	$34M	Buy	445,063 +88,124	+25%	+$6.95M	0.01%	1113
2025 Q4	$26.7M	Buy	356,939 +164,551	+86%	+$12.3M	0.01%	1240
2025 Q3	$14.2M	Buy	192,388 +33,994	+21%	+$2.42M	﹤0.01%	1661
2025 Q2	$10.7M	Sell	158,394 -25,588	-14%	-$1.62M	﹤0.01%	1809
2025 Q1	$11.5M	Buy	183,982 +18,275	+11%	+$1.23M	﹤0.01%	1700
2024 Q4	$11.3M	Buy	+165,707	New	+$11.6M	﹤0.01%	1757

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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 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

Raymond James Financial's SMMD Position: Q1 2026 in Review

Raymond James Financial increased its iShares Russell 2500 ETF (SMMD) stake by 25% in Q1 2026, buying an estimated $6.95M and bringing the position to 445,063 shares worth $34M. The position accounts for 0.01% of the portfolio, ranked #1113.

Raymond James Financial first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Raymond James Financial held 445,063 shares of iShares Russell 2500 ETF worth $34M as of Q1 2026.
Raymond James Financial bought 88,124 iShares Russell 2500 ETF shares in Q1 2026, an estimated $6.95M.
iShares Russell 2500 ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1113 holding.
Raymond James Financial first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.