Rockefeller Capital Management
SMMD icon

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

Rockefeller 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 		$6.83M Buy
89,459
+11,071
+14% +$873K 0.01% 809
2025
Q4 		$5.87M Buy
78,388
+13,434
+21% +$1M 0.01% 824
2025
Q3 		$4.79M Sell
64,954
-19
-0% -$1.35K 0.01% 837
2025
Q2 		$4.4M Sell
64,973
-9,032
-12% -$572K 0.01% 841
2025
Q1 		$4.63M Sell
74,005
-1,708
-2% -$115K 0.01% 767
2024
Q4 		$5.15M Buy
75,713
+1,435
+2% +$100K 0.01% 710
2024
Q3 		$5.03M Buy
74,278
+536
+0.7% +$35K 0.01% 703
2024
Q2 		$4.62M Buy
73,742
+106
+0.1% +$6.67K 0.01% 708
2024
Q1 		$4.83M Sell
73,636
-5,266
-7% -$326K 0.01% 701
2023
Q4 		$4.86M Buy
78,902
+62,429
+379% +$3.46M 0.02% 646
2023
Q3 		$898K Buy
+16,473
New +$948K ﹤0.01% 1113
2023
Q1 		– Sell
-963
Closed -$51K – 3621
2022
Q4 		$51K Buy
963
+4
+0.4% +$215 ﹤0.01% 2374
2022
Q3 		$47K Buy
+959
New +$52.9K ﹤0.01% 2385

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

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

Rockefeller Capital Management increased its iShares Russell 2500 ETF (SMMD) stake by 14% in Q1 2026, buying an estimated $873K and bringing the position to 89,459 shares worth $6.83M. The position accounts for 0.01% of the portfolio, ranked #809.

Rockefeller Capital Management first reported a position in SMMD in Q3 2022 and has held it in 13 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Rockefeller Capital Management held 89,459 shares of iShares Russell 2500 ETF worth $6.83M as of Q1 2026.
  • Rockefeller Capital Management bought 11,071 iShares Russell 2500 ETF shares in Q1 2026, an estimated $873K.
  • iShares Russell 2500 ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #809 holding.
  • Rockefeller Capital Management first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 13 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.