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

Twin Lakes 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	$25.5K	Hold	334	–	–	0.01%	159
2025 Q4	$25K	Hold	334	–	–	0.01%	165
2025 Q3	$24.6K	Hold	334	–	–	0.01%	163
2025 Q2	$22.6K	Hold	334	–	–	0.01%	166
2025 Q1	$20.9K	Hold	334	–	–	0.01%	167
2024 Q4	$22.7K	Hold	334	–	–	0.01%	174
2024 Q3	$22.6K	Hold	334	–	–	0.01%	175
2024 Q2	$20.9K	Hold	334	–	–	0.01%	174
2024 Q1	$21.9K	Hold	334	–	–	0.01%	174
2023 Q4	$20.6K	Hold	334	–	–	0.01%	176
2023 Q3	$18.2K	Hold	334	–	–	0.01%	181
2023 Q2	$19.2K	Hold	334	–	–	0.01%	182
2023 Q1	$18.3K	Hold	334	–	–	0.01%	182
2022 Q4	$17.8K	Hold	334	–	–	0.01%	180
2022 Q3	$17K	Buy	+334	New	+$18.4K	0.01%	187

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

Twin Lakes Capital Management's SMMD Position: Q1 2026 in Review

Twin Lakes Capital Management held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 334 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #159.

Twin Lakes Capital Management first reported a position in SMMD in Q3 2022 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Twin Lakes Capital Management held 334 shares of iShares Russell 2500 ETF worth $25.5K as of Q1 2026.
Twin Lakes Capital Management left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
iShares Russell 2500 ETF made up 0.01% of Twin Lakes Capital Management's portfolio in Q1 2026, its #159 holding.
Twin Lakes Capital Management first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 15 quarters since.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.