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 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 $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

WhitTier Trust Company's SMMD Position: Q1 2026 in Review

WhitTier Trust Company reduced its iShares Russell 2500 ETF (SMMD) stake by 91% in Q1 2026, selling an estimated $468K and leaving 574 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

WhitTier Trust Company first reported a position in SMMD in Q3 2022 and has held it in 15 quarters since. The position peaked at $509K in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

WhitTier Trust Company held 574 shares of iShares Russell 2500 ETF worth $44.7K as of Q1 2026.
WhitTier Trust Company sold 5,936 iShares Russell 2500 ETF shares in Q1 2026, an estimated $468K.
iShares Russell 2500 ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #741 holding.
WhitTier Trust Company first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 15 quarters since.
WhitTier Trust Company's iShares Russell 2500 ETF position peaked at $509K in Q4 2025.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.