Simplicity Wealth’s iShares Russell 2500 ETF SMMD Stock Holding History

Simplicity Wealth’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	$247K	Buy	+3,231	New	+$255K	0.01%	655
2025 Q4	–	Sell	-169,570	Closed	-$12.5M	–	771
2025 Q3	$12.5M	Sell	169,570 -1,518	-0.9%	-$108K	0.72%	21
2025 Q2	$11.6M	Buy	171,088 +30,733	+22%	+$1.95M	0.48%	42
2025 Q1	$8.78M	Buy	140,355 +21,680	+18%	+$1.46M	0.68%	26
2024 Q4	$8.07M	Buy	118,675 +3,884	+3%	+$272K	1.68%	9
2024 Q3	$7.77M	Buy	114,791 +90,154	+366%	+$5.88M	0.72%	30
2024 Q2	$1.54M	Buy	24,637 +3,903	+19%	+$246K	0.03%	409
2024 Q1	$1.36M	Buy	+20,734	New	+$1.28M	0.03%	438

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

Simplicity Wealth's SMMD Position: Q1 2026 in Review

Simplicity Wealth opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 3,231 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SMMD as recently as Q3 2025.

Simplicity Wealth first reported a position in SMMD in Q1 2024 and has held it in 8 quarters since. The position peaked at $12.5M in Q3 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Simplicity Wealth held 3,231 shares of iShares Russell 2500 ETF worth $247K as of Q1 2026.
iShares Russell 2500 ETF was a new Simplicity Wealth position in Q1 2026.
iShares Russell 2500 ETF made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #655 holding.
Simplicity Wealth first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's iShares Russell 2500 ETF position peaked at $12.5M in Q3 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.