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Hilton Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Hilton Capital Management’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 		– Sell
-6,752
Closed -$506K – 168
2025
Q4 		$506K Buy
+6,752
New +$503K 0.04% 145

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

Hilton Capital Management's SMMD Position: Q1 2026 in Review

Hilton Capital Management sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 6,752 shares — an estimated $506K sold.

Hilton Capital Management first reported a position in SMMD in Q4 2025 and held it in 1 quarter. The position peaked at $506K in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Hilton Capital Management reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • Hilton Capital Management sold 6,752 iShares Russell 2500 ETF shares in Q1 2026, an estimated $506K.
  • Hilton Capital Management first reported a position in iShares Russell 2500 ETF in Q4 2025 and held it in 1 quarter.
  • Hilton Capital Management's iShares Russell 2500 ETF position peaked at $506K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.