MassMutual Private Wealth & Trust, FSB SMMD β€” iShares Russell 2500 ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  2 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported iShares Russell 2500 ETF (SMMD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows SMMD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in iShares Russell 2500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMMD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held SMMD β€” position size vs. price
% of Fund (quarterly)    SMMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 2,940 +785 +36.4% 0.01% $269K 2026-07-02 $90.77
2026 Q1 INITIATED β€” β€” β€” 2,155 β€” β€” 0.00% $165K 2026-04-13 $81.43

🏒 Other funds also holding SMMD

As of 2026 Q2 β€” sorted by position size

Diesslin Group, Inc. 12.41% CX Institutional 3Y 7Y 0.18%

FAQ About MassMutual Private Wealth & Trust, FSB and SMMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning SMMD?

MassMutual Private Wealth & Trust, FSB reported SMMD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported SMMD position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for SMMD was 0.01% in 2026 Q2.

What is the latest reported SMMD position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 2,940 shares, equal to 0.01% of portfolio, with an estimated market value of $269K.

What does the chart on this SMMD ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly SMMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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