WT
SMMD icon

Whittier Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

Whittier Trust’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 		$3.65M Buy
40,115
+1,150
+3% +$98.8K 0.04% 240
2026
Q1 		$3.03M Buy
38,965
+23,499
+152% +$1.85M 0.03% 231
2025
Q4 		$1.21M Buy
15,466
+3,589
+30% +$267K 0.01% 325
2025
Q3 		$887K Buy
11,877
+66
+0.6% +$4.7K 0.01% 361
2025
Q2 		$800K Buy
11,811
+1,755
+17% +$111K 0.01% 418
2025
Q1 		$629K Buy
10,056
+1,999
+25% +$135K 0.01% 449
2024
Q4 		$548K Buy
8,057
+10
+0.1% +$699 0.01% 474
2024
Q3 		$545K Buy
8,047
+63
+0.8% +$4.11K 0.01% 488
2024
Q2 		$500K Buy
7,984
+351
+5% +$22.1K 0.01% 483
2024
Q1 		$501K Buy
7,633
+1,154
+18% +$71.4K 0.01% 490
2023
Q4 		$399K Sell
6,479
-436
-6% -$24.2K 0.01% 521
2023
Q3 		$377K Buy
6,915
+3,676
+113% +$212K 0.01% 521
2023
Q2 		$186K Buy
3,239
+656
+25% +$35.8K ﹤0.01% 646
2023
Q1 		$142K Sell
2,583
-12,726
-83% -$714K ﹤0.01% 728
2022
Q4 		$813K Buy
15,309
+14,873
+3,411% +$799K 0.02% 389
2022
Q3 		$22K Buy
+436
New +$24.1K ﹤0.01% 1159
2022
Q1 		– Sell
-1,058
Closed -$70K – 1745
2021
Q4 		$70K Buy
+1,058
New +$70.4K ﹤0.01% 904
2021
Q3 		– Sell
-29
Closed -$2K – 1566
2021
Q2 		$2K Hold
29
– – ﹤0.01% 1464
2021
Q1 		$2K Hold
29
– – ﹤0.01% 1458
2020
Q4 		$2K Buy
29
+10
+53% +$514 ﹤0.01% 1342
2020
Q3 		$1K Buy
+19
New +$850 ﹤0.01% 1407
2020
Q2 		– Sell
-5,277
Closed -$177K – 1499
2020
Q1 		$177K Buy
+5,277
New +$231K 0.01% 544

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whittier Trust's SMMD Position: Q2 2026 in Review

Whittier Trust increased its iShares Russell 2500 ETF (SMMD) stake by 3% in Q2 2026, buying an estimated $98.8K and bringing the position to 40,115 shares worth $3.65M. The position accounts for 0.04% of the portfolio, ranked #240.

Whittier Trust first reported a position in SMMD in Q1 2020 and has held it in 22 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Whittier Trust held 40,115 shares of iShares Russell 2500 ETF worth $3.65M as of Q2 2026.
  • Whittier Trust bought 1,150 iShares Russell 2500 ETF shares in Q2 2026, an estimated $98.8K.
  • iShares Russell 2500 ETF made up 0.04% of Whittier Trust's portfolio in Q2 2026, its #240 holding.
  • Whittier Trust first reported a position in iShares Russell 2500 ETF in Q1 2020 and has held it in 22 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

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