WhitTier Trust Company’s iShares Russell 2500 ETF SMMD Stock Holding History

WhitTier Trust Company’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 Q2	$266K	Buy	2,949 +2,375	+414%	+$204K	0.01%	477
2026 Q1	$44.7K	Sell	574 -5,936	-91%	-$468K	﹤0.01%	741
2025 Q4	$509K	Buy	6,510 +5,936	+1,034%	+$442K	0.01%	358
2025 Q3	$42.9K	Hold	574	–	–	﹤0.01%	728
2025 Q2	$38.9K	Hold	574	–	–	﹤0.01%	848
2025 Q1	$35.9K	Buy	574 +80	+16%	+$5.39K	﹤0.01%	844
2024 Q4	$33.6K	Buy	494 +94	+24%	+$6.57K	﹤0.01%	833
2024 Q3	$27.1K	Hold	400	–	–	﹤0.01%	879
2024 Q2	$25K	Hold	400	–	–	﹤0.01%	853
2024 Q1	$26.2K	Hold	400	–	–	﹤0.01%	808
2023 Q4	$24.6K	Hold	400	–	–	﹤0.01%	796
2023 Q3	$21.8K	Hold	400	–	–	﹤0.01%	799
2023 Q2	$23K	Hold	400	–	–	﹤0.01%	831
2023 Q1	$21.9K	Hold	400	–	–	﹤0.01%	835
2022 Q4	$21.3K	Hold	400	–	–	﹤0.01%	833
2022 Q3	$20K	Buy	+400	New	+$22.1K	﹤0.01%	812

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WhitTier Trust Company's SMMD Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares Russell 2500 ETF (SMMD) stake by 414% in Q2 2026, buying an estimated $204K and bringing the position to 2,949 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #477.

WhitTier Trust Company first reported a position in SMMD in Q3 2022 and has held it in 16 quarters since. The position peaked at $509K in Q4 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

WhitTier Trust Company held 2,949 shares of iShares Russell 2500 ETF worth $266K as of Q2 2026.
WhitTier Trust Company bought 2,375 iShares Russell 2500 ETF shares in Q2 2026, an estimated $204K.
iShares Russell 2500 ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #477 holding.
WhitTier Trust Company first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 16 quarters since.
WhitTier Trust Company's iShares Russell 2500 ETF position peaked at $509K in Q4 2025.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.