Red Mountain Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

Red Mountain 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	–	Sell	-2,931	Closed	-$220K	–	80
2025 Q4	$220K	Sell	2,931 -1,230	-30%	-$91.6K	0.22%	74
2025 Q3	$307K	Buy	4,161 +7	+0.2%	+$499	0.31%	52
2025 Q2	$282K	Sell	4,154 -72	-2%	-$4.56K	0.31%	51
2025 Q1	$264K	Sell	4,226 -444	-10%	-$29.9K	0.32%	49
2024 Q4	$318K	Buy	4,670 +174	+4%	+$12.2K	0.34%	47
2024 Q3	$305K	Buy	4,496 +47	+1%	+$3.07K	0.32%	47
2024 Q2	$279K	Buy	+4,449	New	+$280K	0.34%	50
2023 Q4	$295K	Buy	+4,789	New	+$265K	0.46%	48

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

Red Mountain Financial's SMMD Position: Q1 2026 in Review

Red Mountain Financial sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 2,931 shares — an estimated $220K sold.

Red Mountain Financial first reported a position in SMMD in Q4 2023 and held it in 8 quarters. The position peaked at $318K in Q4 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Red Mountain Financial reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
Red Mountain Financial sold 2,931 iShares Russell 2500 ETF shares in Q1 2026, an estimated $220K.
Red Mountain Financial first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 8 quarters.
Red Mountain Financial's iShares Russell 2500 ETF position peaked at $318K in Q4 2024.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Red Mountain Financial's 13F filing for Q1 2026, filed 28 Apr 2026.