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

Perigon 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 		$640K Buy
8,385
+902
+12% +$71.1K 0.01% 681
2025
Q4 		$561K Buy
7,483
+218
+3% +$16.2K 0.01% 739
2025
Q3 		$536K Buy
7,265
+237
+3% +$16.9K 0.01% 718
2025
Q2 		$476K Buy
7,028
+2,547
+57% +$161K 0.01% 686
2025
Q1 		$280K Buy
4,481
+335
+8% +$22.6K 0.01% 838
2024
Q4 		$289K Buy
4,146
+6
+0.1% +$419 0.01% 832
2024
Q3 		$280K Sell
4,140
-58
-1% -$3.78K 0.01% 817
2024
Q2 		$263K Buy
+4,198
New +$264K 0.01% 739
2023
Q4 		– Sell
-3,853
Closed -$210K – 872
2023
Q3 		$210K Sell
3,853
-1,174
-23% -$67.6K 0.01% 719
2023
Q2 		$289K Sell
5,027
-1,308
-21% -$71.5K 0.01% 621
2023
Q1 		$347K Buy
6,335
+1,048
+20% +$58.8K 0.02% 493
2022
Q4 		$281K Sell
5,287
-6,221
-54% -$334K 0.02% 551
2022
Q3 		$573K Buy
11,508
+371
+3% +$20.5K 0.05% 298
2022
Q2 		$575K Buy
11,137
+212
+2% +$12K 0.05% 303
2022
Q1 		$682K Buy
10,925
+23
+0.2% +$1.42K 0.05% 294
2021
Q4 		$724K Buy
10,902
+5,184
+91% +$345K 0.05% 268
2021
Q3 		$367K Buy
+5,718
New +$373K 0.03% 371

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

Perigon Wealth Management's SMMD Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 12% in Q1 2026, buying an estimated $71.1K and bringing the position to 8,385 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #681.

Perigon Wealth Management first reported a position in SMMD in Q3 2021 and has held it in 17 quarters since. The position peaked at $724K in Q4 2021. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Perigon Wealth Management held 8,385 shares of iShares Russell 2500 ETF worth $640K as of Q1 2026.
  • Perigon Wealth Management bought 902 iShares Russell 2500 ETF shares in Q1 2026, an estimated $71.1K.
  • iShares Russell 2500 ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #681 holding.
  • Perigon Wealth Management first reported a position in iShares Russell 2500 ETF in Q3 2021 and has held it in 17 quarters since.
  • Perigon Wealth Management's iShares Russell 2500 ETF position peaked at $724K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.