Truist Financial
SMMD icon

Truist Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

Truist Financial’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 		$23.1M Buy
302,280
+77,793
+35% +$6.13M 0.03% 383
2025
Q4 		$16.8M Buy
224,487
+25,873
+13% +$1.93M 0.02% 456
2025
Q3 		$14.6M Buy
198,614
+13,120
+7% +$935K 0.02% 487
2025
Q2 		$12.6M Sell
185,494
-135,427
-42% -$8.58M 0.02% 526
2025
Q1 		$20.1M Sell
320,921
-39,898
-11% -$2.69M 0.03% 386
2024
Q4 		$24.5M Buy
360,819
+72,318
+25% +$5.06M 0.04% 348
2024
Q3 		$19.5M Buy
288,501
+3,874
+1% +$253K 0.03% 401
2024
Q2 		$17.8M Sell
284,627
-335
-0.1% -$21.1K 0.03% 434
2024
Q1 		$18.7M Sell
284,962
-59,246
-17% -$3.67M 0.03% 439
2023
Q4 		$21.2M Buy
344,208
+98,731
+40% +$5.47M 0.03% 389
2023
Q3 		$13.4M Sell
245,477
-16,292
-6% -$938K 0.02% 497
2023
Q2 		$15M Sell
261,769
-5,527
-2% -$302K 0.03% 463
2023
Q1 		$14.7M Sell
267,296
-40,261
-13% -$2.26M 0.03% 468
2022
Q4 		$16.3M Buy
307,557
+92,269
+43% +$4.95M 0.03% 425
2022
Q3 		$10.7M Sell
215,288
-175,310
-45% -$9.68M 0.02% 530
2022
Q2 		$20.2M Buy
390,598
+178,289
+84% +$10.1M 0.04% 369
2022
Q1 		$13.2M Sell
212,309
-14,512
-6% -$893K 0.02% 552
2021
Q4 		$15.1M Buy
226,821
+192,627
+563% +$12.8M 0.02% 515
2021
Q3 		$2.19M Buy
34,194
+12,561
+58% +$818K ﹤0.01% 1236
2021
Q2 		$1.43M Buy
+21,633
New +$1.41M ﹤0.01% 1449

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

Truist Financial's SMMD Position: Q1 2026 in Review

Truist Financial increased its iShares Russell 2500 ETF (SMMD) stake by 35% in Q1 2026, buying an estimated $6.13M and bringing the position to 302,280 shares worth $23.1M. The position accounts for 0.03% of the portfolio, ranked #383.

Truist Financial first reported a position in SMMD in Q2 2021 and has held it in 20 quarters since. The position peaked at $24.5M in Q4 2024. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Truist Financial held 302,280 shares of iShares Russell 2500 ETF worth $23.1M as of Q1 2026.
  • Truist Financial bought 77,793 iShares Russell 2500 ETF shares in Q1 2026, an estimated $6.13M.
  • iShares Russell 2500 ETF made up 0.03% of Truist Financial's portfolio in Q1 2026, its #383 holding.
  • Truist Financial first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 20 quarters since.
  • Truist Financial's iShares Russell 2500 ETF position peaked at $24.5M in Q4 2024.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.