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Stephens Inc’s iShares Russell 2500 ETF SMMD Stock Holding History

Stephens Inc’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 		$351K Buy
+4,597
New +$362K ﹤0.01% 978
2019
Q1 		– Sell
-21,534
Closed -$823K – 1203
2018
Q4 		$823K Buy
+21,534
New +$916K 0.02% 566

Other funds holding SMMD

GT
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 $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
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

Stephens Inc's SMMD Position: Q1 2026 in Review

Stephens Inc opened a new position in iShares Russell 2500 ETF (SMMD) in Q1 2026: 4,597 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Stephens Inc previously reported a position in SMMD as recently as Q4 2018.

Stephens Inc first reported a position in SMMD in Q4 2018 and has held it in 2 quarters since. The position peaked at $823K in Q4 2018. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Stephens Inc held 4,597 shares of iShares Russell 2500 ETF worth $351K as of Q1 2026.
  • iShares Russell 2500 ETF was a new Stephens Inc position in Q1 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #978 holding.
  • Stephens Inc first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 2 quarters since.
  • Stephens Inc's iShares Russell 2500 ETF position peaked at $823K in Q4 2018.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.