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WorthPointe’s iShares Russell 2500 ETF SMMD Stock Holding History

WorthPointe’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 		$3.96M Buy
51,841
+35,480
+217% +$2.8M 1.07% 20
2025
Q4 		$1.23M Buy
+16,361
New +$1.22M 0.32% 56

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

WorthPointe's SMMD Position: Q1 2026 in Review

WorthPointe increased its iShares Russell 2500 ETF (SMMD) stake by 217% in Q1 2026, buying an estimated $2.8M and bringing the position to 51,841 shares worth $3.96M. The position accounts for 1.07% of the portfolio, ranked #20.

WorthPointe first reported a position in SMMD in Q4 2025 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • WorthPointe held 51,841 shares of iShares Russell 2500 ETF worth $3.96M as of Q1 2026.
  • WorthPointe bought 35,480 iShares Russell 2500 ETF shares in Q1 2026, an estimated $2.8M.
  • iShares Russell 2500 ETF made up 1.07% of WorthPointe's portfolio in Q1 2026, its #20 holding.
  • WorthPointe first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.