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 Q3	$10.8M	Sell	125,765 -25,145	-17%	-$2.26M	0.73%	18
2026 Q2	$13.8M	Buy	150,910 +147,242	+4,014%	+$12.6M	0.94%	13
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	$9.8M	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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Harbor Capital Advisors's SMMD Position: Q3 2026 in Review

Harbor Capital Advisors reduced its iShares Russell 2500 ETF (SMMD) stake by 17% in Q3 2026, selling an estimated $2.26M and leaving 125,765 shares worth $10.8M. The position accounts for 0.73% of the portfolio, ranked #18.

Harbor Capital Advisors first reported a position in SMMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $13.8M in Q2 2026. 198 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Harbor Capital Advisors held 125,765 shares of iShares Russell 2500 ETF worth $10.8M as of Q3 2026.
Harbor Capital Advisors sold 25,145 iShares Russell 2500 ETF shares in Q3 2026, an estimated $2.26M.
iShares Russell 2500 ETF made up 0.73% of Harbor Capital Advisors's portfolio in Q3 2026, its #18 holding.
Harbor Capital Advisors first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 7 quarters since.
Harbor Capital Advisors's iShares Russell 2500 ETF position peaked at $13.8M in Q2 2026.
198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Harbor Capital Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.