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Silvercrest Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Silvercrest Asset 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 		$954K Sell
12,500
-5,400
-30% -$426K 0.01% 608
2025
Q4 		$1.34M Buy
+17,900
New +$1.33M 0.01% 576

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

Silvercrest Asset Management's SMMD Position: Q1 2026 in Review

Silvercrest Asset Management reduced its iShares Russell 2500 ETF (SMMD) stake by 30% in Q1 2026, selling an estimated $426K and leaving 12,500 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #608.

Silvercrest Asset Management first reported a position in SMMD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.34M in Q4 2025. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Silvercrest Asset Management held 12,500 shares of iShares Russell 2500 ETF worth $954K as of Q1 2026.
  • Silvercrest Asset Management sold 5,400 iShares Russell 2500 ETF shares in Q1 2026, an estimated $426K.
  • iShares Russell 2500 ETF made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #608 holding.
  • Silvercrest Asset Management first reported a position in iShares Russell 2500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Silvercrest Asset Management's iShares Russell 2500 ETF position peaked at $1.34M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

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