Northern Trust
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Northern Trust’s iShares Russell 2500 ETF SMMD Stock Holding History

Northern Trust’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 		$2M Buy
26,142
+3,357
+15% +$265K ﹤0.01% 2977
2025
Q4 		$1.71M Sell
22,785
-917
-4% -$68.3K ﹤0.01% 3090
2025
Q3 		$1.75M Buy
23,702
+2,698
+13% +$192K ﹤0.01% 3113
2025
Q2 		$1.42M Buy
21,004
+3,466
+20% +$220K ﹤0.01% 3193
2025
Q1 		$1.1M Sell
17,538
-159
-0.9% -$10.7K ﹤0.01% 3239
2024
Q4 		$1.2M Buy
+17,697
New +$1.24M ﹤0.01% 3307

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

Northern Trust's SMMD Position: Q1 2026 in Review

Northern Trust increased its iShares Russell 2500 ETF (SMMD) stake by 15% in Q1 2026, buying an estimated $265K and bringing the position to 26,142 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Northern Trust first reported a position in SMMD in Q4 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Northern Trust held 26,142 shares of iShares Russell 2500 ETF worth $2M as of Q1 2026.
  • Northern Trust bought 3,357 iShares Russell 2500 ETF shares in Q1 2026, an estimated $265K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #2977 holding.
  • Northern Trust first reported a position in iShares Russell 2500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.