SevenBridge Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

SevenBridge Financial Group’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	$261K	Sell	3,092 -119	-4%	-$9.38K	0.04%	182
2025 Q4	$257K	Sell	3,211 -30	-0.9%	-$2.23K	0.04%	185
2025 Q3	$241K	Sell	3,241 -665	-17%	-$47.4K	0.04%	189
2025 Q2	$275K	Sell	3,906 -3,186	-45%	-$202K	0.05%	179
2025 Q1	$466K	Sell	7,092 -2,881	-29%	-$194K	0.09%	151
2024 Q4	$696K	Hold	9,973	–	–	0.13%	125
2024 Q3	$729K	Buy	9,973 +761	+8%	+$49.6K	0.14%	124
2024 Q2	$575K	Buy	9,212 +671	+8%	+$42.2K	0.13%	124
2024 Q1	$536K	Sell	8,541 -2,890	-25%	-$179K	0.12%	126
2023 Q4	$704K	Buy	11,431 +2,060	+22%	+$114K	0.17%	114
2023 Q3	$511K	Buy	+9,371	New	+$540K	0.13%	123

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

SevenBridge Financial Group's SMMD Position: Q1 2026 in Review

SevenBridge Financial Group reduced its iShares Russell 2500 ETF (SMMD) stake by 3.7% in Q1 2026, selling an estimated $9.38K and leaving 3,092 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #182.

SevenBridge Financial Group first reported a position in SMMD in Q3 2023 and has held it in 11 quarters since. The position peaked at $729K in Q3 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

SevenBridge Financial Group held 3,092 shares of iShares Russell 2500 ETF worth $261K as of Q1 2026.
SevenBridge Financial Group sold 119 iShares Russell 2500 ETF shares in Q1 2026, an estimated $9.38K.
iShares Russell 2500 ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q1 2026, its #182 holding.
SevenBridge Financial Group first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 11 quarters since.
SevenBridge Financial Group's iShares Russell 2500 ETF position peaked at $729K in Q3 2024.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.