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 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 $20.4B AUM

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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

Northwestern Mutual Wealth Management's SMMD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 0.29% in Q1 2026, buying an estimated $6.23K and bringing the position to 27,679 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Northwestern Mutual Wealth Management first reported a position in SMMD in Q1 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Northwestern Mutual Wealth Management held 27,679 shares of iShares Russell 2500 ETF worth $2.11M as of Q1 2026.
Northwestern Mutual Wealth Management bought 79 iShares Russell 2500 ETF shares in Q1 2026, an estimated $6.23K.
iShares Russell 2500 ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1091 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Russell 2500 ETF in Q1 2024 and has held it in 9 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.