Sanctuary Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Sanctuary Advisors’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	$608K	Buy	7,962 +216	+3%	+$17K	﹤0.01%	1649
2025 Q4	$580K	Buy	7,746 +1,540	+25%	+$115K	﹤0.01%	1637
2025 Q3	$458K	Buy	6,206 +83	+1%	+$5.91K	﹤0.01%	1766
2025 Q2	$415K	Buy	6,123 +1,371	+29%	+$86.9K	﹤0.01%	1723
2025 Q1	$297K	Buy	4,752 +295	+7%	+$19.9K	﹤0.01%	1800
2024 Q4	$316K	Buy	4,457 +22	+0.5%	+$1.54K	﹤0.01%	1963
2024 Q3	$324K	Sell	4,435 -472	-10%	-$30.8K	﹤0.01%	1941
2024 Q2	$304K	Buy	+4,907	New	+$309K	﹤0.01%	1950

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

Sanctuary Advisors's SMMD Position: Q1 2026 in Review

Sanctuary Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 2.8% in Q1 2026, buying an estimated $17K and bringing the position to 7,962 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Sanctuary Advisors first reported a position in SMMD in Q2 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Sanctuary Advisors held 7,962 shares of iShares Russell 2500 ETF worth $608K as of Q1 2026.
Sanctuary Advisors bought 216 iShares Russell 2500 ETF shares in Q1 2026, an estimated $17K.
iShares Russell 2500 ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1649 holding.
Sanctuary Advisors first reported a position in iShares Russell 2500 ETF in Q2 2024 and has held it in 8 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.