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Harbour Investments’s iShares Russell 2500 ETF SMMD Stock Holding History

Harbour Investments’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 		$28K Hold
366
– – ﹤0.01% 2676
2025
Q4 		$27.4K Sell
366
-21
-5% -$1.56K ﹤0.01% 2276
2025
Q3 		$28.6K Buy
387
+1
+0.3% +$71 ﹤0.01% 2171
2025
Q2 		$26.2K Sell
386
-167
-30% -$10.6K ﹤0.01% 2114
2025
Q1 		$34.6K Buy
553
+1
+0.2% +$67 ﹤0.01% 1940
2024
Q4 		$37.5K Buy
552
+2
+0.4% +$140 ﹤0.01% 1855
2024
Q3 		$37.3K Buy
550
+1
+0.2% +$65 ﹤0.01% 1803
2024
Q2 		$34.4K Sell
549
-124
-18% -$7.8K ﹤0.01% 1728
2024
Q1 		$44.1K Buy
673
+13
+2% +$804 ﹤0.01% 1582
2023
Q4 		$40.6K Buy
660
+84
+15% +$4.66K ﹤0.01% 1556
2023
Q3 		$31.4K Buy
576
+10
+2% +$576 ﹤0.01% 1549
2023
Q2 		$32.5K Buy
566
+214
+61% +$11.7K ﹤0.01% 1548
2023
Q1 		$19.3K Buy
352
+1
+0.3% +$56 ﹤0.01% 1750
2022
Q4 		$18.7K Buy
351
+4
+1% +$215 ﹤0.01% 1707
2022
Q3 		$18K Hold
347
– – ﹤0.01% 1714
2022
Q2 		$18K Buy
+347
New +$19.6K ﹤0.01% 1714
2021
Q4 		$15K Buy
219
+1
+0.5% +$67 ﹤0.01% 1776
2021
Q3 		$14K Sell
218
-724
-77% -$47.2K ﹤0.01% 2501
2021
Q2 		$62K Buy
942
+217
+30% +$14.1K ﹤0.01% 1690
2021
Q1 		$46K Buy
+725
New +$44.8K ﹤0.01% 1748

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

Harbour Investments's SMMD Position: Q1 2026 in Review

Harbour Investments held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 366 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Harbour Investments first reported a position in SMMD in Q1 2021 and has held it in 20 quarters since. The position peaked at $62K in Q2 2021. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Harbour Investments held 366 shares of iShares Russell 2500 ETF worth $28K as of Q1 2026.
  • Harbour Investments left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
  • iShares Russell 2500 ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2676 holding.
  • Harbour Investments first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares Russell 2500 ETF position peaked at $62K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.