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

Palisade 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
-152,701
Closed -$11.4M – 316
2025
Q4 		$11.4M Buy
+152,701
New +$11.4M 0.34% 99
2025
Q1 		– Sell
-76,432
Closed -$5.2M – 383
2024
Q4 		$5.2M Buy
+76,432
New +$5.34M 0.14% 160
2024
Q1 		– Sell
-22,224
Closed -$1.37M – 373
2023
Q4 		$1.37M Buy
+22,224
New +$1.23M 0.04% 272

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

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

Palisade Capital Management sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 152,701 shares — an estimated $11.4M sold.

Palisade Capital Management first reported a position in SMMD in Q4 2023 and held it in 3 quarters. The position peaked at $11.4M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Palisade Capital Management reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • Palisade Capital Management sold 152,701 iShares Russell 2500 ETF shares in Q1 2026, an estimated $11.4M.
  • Palisade Capital Management first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 3 quarters.
  • Palisade Capital Management's iShares Russell 2500 ETF position peaked at $11.4M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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