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Norden Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Norden Group’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
-4,800
Closed -$360K – 671
2025
Q4 		$360K Buy
+4,800
New +$357K 0.04% 414

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Norden Group's SMMD Position: Q1 2026 in Review

Norden Group sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 4,800 shares — an estimated $360K sold.

Norden Group first reported a position in SMMD in Q4 2025 and held it in 1 quarter. The position peaked at $360K in Q4 2025. 233 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Norden Group reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • Norden Group sold 4,800 iShares Russell 2500 ETF shares in Q1 2026, an estimated $360K.
  • Norden Group first reported a position in iShares Russell 2500 ETF in Q4 2025 and held it in 1 quarter.
  • Norden Group's iShares Russell 2500 ETF position peaked at $360K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.