Retirement Planning Group (Kansas)’s iShares Russell 2500 ETF SMMD Stock Holding History

Retirement Planning Group (Kansas)’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	$3.49M	Buy	45,647 +736	+2%	+$58K	0.11%	86
2025 Q4	$3.37M	Buy	44,911 +1,449	+3%	+$108K	0.11%	83
2025 Q3	$3.2M	Hold	43,462	–	–	0.11%	81
2025 Q2	$2.95M	Buy	43,462 +29,876	+220%	+$1.89M	0.13%	64
2025 Q1	$850K	Buy	+13,586	New	+$916K	0.04%	150

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

Retirement Planning Group (Kansas)'s SMMD Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Russell 2500 ETF (SMMD) stake by 1.6% in Q1 2026, buying an estimated $58K and bringing the position to 45,647 shares worth $3.49M. The position accounts for 0.11% of the portfolio, ranked #86.

Retirement Planning Group (Kansas) first reported a position in SMMD in Q1 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Retirement Planning Group (Kansas) held 45,647 shares of iShares Russell 2500 ETF worth $3.49M as of Q1 2026.
Retirement Planning Group (Kansas) bought 736 iShares Russell 2500 ETF shares in Q1 2026, an estimated $58K.
iShares Russell 2500 ETF made up 0.11% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #86 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.