Northwestern Mutual Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Northwestern Mutual Wealth 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 Q2	$2.61M	Buy	28,430 +751	+3%	+$64.5K	﹤0.01%	1080
2026 Q1	$2.11M	Buy	27,679 +79	+0.3%	+$6.23K	﹤0.01%	1091
2025 Q4	$2.07M	Buy	27,600 +1,976	+8%	+$147K	﹤0.01%	1048
2025 Q3	$1.89M	Buy	25,624 +4,048	+19%	+$288K	﹤0.01%	1019
2025 Q2	$1.46M	Buy	21,576 +8,129	+60%	+$515K	﹤0.01%	1044
2025 Q1	$841K	Buy	13,447 +3,337	+33%	+$225K	﹤0.01%	1166
2024 Q4	$688K	Buy	10,110 +3,180	+46%	+$222K	﹤0.01%	1199
2024 Q3	$469K	Buy	6,930 +2,838	+69%	+$185K	﹤0.01%	1325
2024 Q2	$256K	Buy	4,092 +2,992	+272%	+$188K	﹤0.01%	1478
2024 Q1	$72.2K	Buy	+1,100	New	+$68.1K	﹤0.01%	1938

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMMD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 2.7% in Q2 2026, buying an estimated $64.5K and bringing the position to 28,430 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Northwestern Mutual Wealth Management first reported a position in SMMD in Q1 2024 and has held it in 10 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Northwestern Mutual Wealth Management held 28,430 shares of iShares Russell 2500 ETF worth $2.61M as of Q2 2026.
Northwestern Mutual Wealth Management bought 751 iShares Russell 2500 ETF shares in Q2 2026, an estimated $64.5K.
iShares Russell 2500 ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1080 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 10 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.