SWM
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SHP Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

SHP Wealth Management’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 		$50.8K Buy
665
+1
+0.2% +$79 ﹤0.01% 488
2025
Q4 		$49.7K Buy
+664
New +$49.4K ﹤0.01% 477

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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 $5.53B AUM 28.94% 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

SHP Wealth Management's SMMD Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 0.15% in Q1 2026, buying an estimated $79 and bringing the position to 665 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

SHP Wealth Management first reported a position in SMMD in Q4 2025 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • SHP Wealth Management held 665 shares of iShares Russell 2500 ETF worth $50.8K as of Q1 2026.
  • SHP Wealth Management bought 1 iShares Russell 2500 ETF share in Q1 2026, an estimated $79.
  • iShares Russell 2500 ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #488 holding.
  • SHP Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.