Smartleaf Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Smartleaf Asset 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	$2.52M	Sell	34,205 -5,012	-13%	-$395K	0.09%	200
2025 Q4	$2.96M	Hold	39,217	–	–	0.11%	161
2025 Q3	$2.89M	Sell	39,217 -65	-0.2%	-$4.63K	0.18%	121
2025 Q2	$2.65M	Buy	39,282 +878	+2%	+$55.6K	0.23%	89
2025 Q1	$2.41M	Sell	38,404 -1,739	-4%	-$117K	0.23%	92
2024 Q4	$2.73M	Sell	40,143 -1,993	-5%	-$139K	0.28%	75
2024 Q3	$2.85M	Sell	42,136 -3,263	-7%	-$213K	0.35%	61
2024 Q2	$2.83M	Buy	45,399 +1,472	+3%	+$92.6K	0.46%	39
2024 Q1	$2.86M	Sell	43,927 -2,748	-6%	-$170K	0.55%	38
2023 Q4	$2.91M	Buy	+46,675	New	+$2.59M	0.78%	28

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 $5.53B AUM 28.91% 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

Smartleaf Asset Management's SMMD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares Russell 2500 ETF (SMMD) stake by 13% in Q1 2026, selling an estimated $395K and leaving 34,205 shares worth $2.52M. The position accounts for 0.09% of the portfolio, ranked #200.

Smartleaf Asset Management first reported a position in SMMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.96M in Q4 2025. 232 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Smartleaf Asset Management held 34,205 shares of iShares Russell 2500 ETF worth $2.52M as of Q1 2026.
Smartleaf Asset Management sold 5,012 iShares Russell 2500 ETF shares in Q1 2026, an estimated $395K.
iShares Russell 2500 ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #200 holding.
Smartleaf Asset Management first reported a position in iShares Russell 2500 ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Russell 2500 ETF position peaked at $2.96M in Q4 2025.
232 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.