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Harbor Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Harbor Capital Advisors’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 		$280K Sell
3,668
-107,912
-97% -$8.51M 0.02% 568
2025
Q4 		$8.36M Buy
111,580
+9,587
+9% +$714K 0.65% 17
2025
Q3 		$7.52M Sell
101,993
-42,963
-30% -$3.06M 0.58% 23
2025
Q2 		$9.82M Sell
144,956
-58,029
-29% -$3.68M 0.41% 67
2025
Q1 		$12.7M Buy
+202,985
New +$13.7M 0.58% 30

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

Harbor Capital Advisors's SMMD Position: Q1 2026 in Review

Harbor Capital Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 97% in Q1 2026, selling an estimated $8.51M and leaving 3,668 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #568.

Harbor Capital Advisors first reported a position in SMMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.7M in Q1 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Harbor Capital Advisors held 3,668 shares of iShares Russell 2500 ETF worth $280K as of Q1 2026.
  • Harbor Capital Advisors sold 107,912 iShares Russell 2500 ETF shares in Q1 2026, an estimated $8.51M.
  • iShares Russell 2500 ETF made up 0.02% of Harbor Capital Advisors's portfolio in Q1 2026, its #568 holding.
  • Harbor Capital Advisors first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Harbor Capital Advisors's iShares Russell 2500 ETF position peaked at $12.7M in Q1 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.