Single Point Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Single Point Partners’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	$17.9K	Hold	17,892	–	–	﹤0.01%	83
2025 Q4	$17.9K	Buy	17,892 +5,449	+44%	+$406K	﹤0.01%	87
2025 Q3	$12.4K	Hold	12,443	–	–	﹤0.01%	89
2025 Q2	$12K	Hold	12,443	–	–	﹤0.01%	88
2025 Q1	$12K	Hold	12,443	–	–	﹤0.01%	87
2024 Q4	$12K	Buy	12,443 +2,153	+21%	+$151K	﹤0.01%	81
2024 Q3	$10K	Buy	+10,290	New	+$671K	0.02%	34
2021 Q3	–	Sell	-3,134	Closed	-$208K	–	75
2021 Q2	$208K	Sell	3,134 -94	-3%	-$6.11K	0.07%	71
2021 Q1	$206K	Buy	+3,228	New	+$200K	0.08%	78

Other funds holding SMMD

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 $245B AUM 31.4% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

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

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

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return