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Rossby Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

Rossby 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 		$9.72M Buy
126,214
+16,428
+15% +$1.3M 1.99% 3
2025
Q4 		$8.23M Buy
109,786
+9,322
+9% +$694K 2.54% 4
2025
Q3 		$7.43M Buy
100,464
+8,266
+9% +$589K 2.42% 4
2025
Q2 		$6.25M Buy
92,198
+8,591
+10% +$544K 2.31% 4
2025
Q1 		$5.1M Buy
83,607
+34,513
+70% +$2.33M 2.15% 8
2024
Q4 		$3.34M Buy
+49,094
New +$3.43M 2.07% 11

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 $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
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

Rossby Financial's SMMD Position: Q1 2026 in Review

Rossby Financial increased its iShares Russell 2500 ETF (SMMD) stake by 15% in Q1 2026, buying an estimated $1.3M and bringing the position to 126,214 shares worth $9.72M. The position accounts for 1.99% of the portfolio, ranked #3.

Rossby 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.

  • Rossby Financial held 126,214 shares of iShares Russell 2500 ETF worth $9.72M as of Q1 2026.
  • Rossby Financial bought 16,428 iShares Russell 2500 ETF shares in Q1 2026, an estimated $1.3M.
  • iShares Russell 2500 ETF made up 1.99% of Rossby Financial's portfolio in Q1 2026, its #3 holding.
  • Rossby 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.