TD Private Client Wealth’s iShares Russell 2500 ETF SMMD Stock Holding History

TD Private Client 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	$407K	Sell	5,335 -220	-4%	-$17.3K	0.01%	516
2025 Q4	$416K	Buy	5,555 +1,889	+52%	+$141K	0.01%	514
2025 Q3	$270K	Buy	3,666 +733	+25%	+$52.2K	0.01%	603
2025 Q2	$199K	Buy	2,933 +81	+3%	+$5.13K	﹤0.01%	636
2025 Q1	$178K	Buy	2,852 +167	+6%	+$11.3K	﹤0.01%	628
2024 Q4	$183K	Sell	2,685 -587	-18%	-$41K	0.01%	618
2024 Q3	$222K	Hold	3,272	–	–	0.01%	580
2024 Q2	$205K	Buy	3,272 +1,734	+113%	+$109K	0.01%	569
2024 Q1	$101K	Hold	1,538	–	–	﹤0.01%	690
2023 Q4	$94.7K	Sell	1,538 -12	-0.8%	-$665	﹤0.01%	697
2023 Q3	$84.5K	Sell	1,550 -25	-2%	-$1.44K	﹤0.01%	679
2023 Q2	$90.5K	Sell	1,575 -59	-4%	-$3.22K	﹤0.01%	678
2023 Q1	$89.6K	Buy	1,634 +1,293	+379%	+$72.6K	﹤0.01%	665
2022 Q4	$18.1K	Buy	+341	New	+$18.3K	﹤0.01%	927

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

TD Private Client Wealth's SMMD Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares Russell 2500 ETF (SMMD) stake by 4% in Q1 2026, selling an estimated $17.3K and leaving 5,335 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #516.

TD Private Client Wealth first reported a position in SMMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $416K in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

TD Private Client Wealth held 5,335 shares of iShares Russell 2500 ETF worth $407K as of Q1 2026.
TD Private Client Wealth sold 220 iShares Russell 2500 ETF shares in Q1 2026, an estimated $17.3K.
iShares Russell 2500 ETF made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #516 holding.
TD Private Client Wealth first reported a position in iShares Russell 2500 ETF in Q4 2022 and has held it in 14 quarters since.
TD Private Client Wealth's iShares Russell 2500 ETF position peaked at $416K in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.