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
Q3 		$34.1M Buy
398,605
+45,165
+13% +$4.06M 0.04% 323
2026
Q2 		$32.4M Buy
353,440
+51,160
+17% +$4.39M 0.04% 336
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% -$9.7M 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 		$2.2M 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

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Diesslin Group
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Ulrich Consultants & Investment Group
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

Truist Financial's SMMD Position: Q3 2026 in Review

Truist Financial increased its iShares Russell 2500 ETF (SMMD) stake by 13% in Q3 2026, buying an estimated $4.06M and bringing the position to 398,605 shares worth $34.1M. The position accounts for 0.04% of the portfolio, ranked #323.

Truist Financial first reported a position in SMMD in Q2 2021 and has held it in 22 quarters since. 143 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

  • Truist Financial held 398,605 shares of iShares Russell 2500 ETF worth $34.1M as of Q3 2026.
  • Truist Financial bought 45,165 iShares Russell 2500 ETF shares in Q3 2026, an estimated $4.06M.
  • iShares Russell 2500 ETF made up 0.04% of Truist Financial's portfolio in Q3 2026, its #323 holding.
  • Truist Financial first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 22 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.