Thrivent Financial for Lutherans
SMMD icon

Thrivent Financial for Lutherans’s iShares Russell 2500 ETF SMMD Stock Holding History

Thrivent Financial for Lutherans’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 		$410K Hold
5,364
– – ﹤0.01% 2285
2025
Q4 		$406K Buy
5,364
+12
+0.2% +$894 ﹤0.01% 2326
2025
Q3 		$395K Buy
+5,352
New +$381K ﹤0.01% 2162
2025
Q2 		– Sell
-2,826
Closed -$207K – 2563
2025
Q1 		$207K Hold
2,826
– – ﹤0.01% 2314
2024
Q4 		$207K Buy
+2,826
New +$198K ﹤0.01% 2508

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

Thrivent Financial for Lutherans's SMMD Position: Q1 2026 in Review

Thrivent Financial for Lutherans held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 5,364 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Thrivent Financial for Lutherans first reported a position in SMMD in Q4 2024 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Thrivent Financial for Lutherans held 5,364 shares of iShares Russell 2500 ETF worth $410K as of Q1 2026.
  • Thrivent Financial for Lutherans left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #2285 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.