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

Van Cleef 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 Q3	$291K	Hold	3,401	–	–	0.03%	104
2026 Q2	$312K	Sell	3,401 -484	-12%	-$41.6K	0.03%	103
2026 Q1	$297K	Hold	3,885	–	–	0.03%	100
2025 Q4	$291K	Hold	3,885	–	–	0.03%	100
2025 Q3	$286K	Hold	3,885	–	–	0.03%	100
2025 Q2	$263K	Hold	3,885	–	–	0.03%	105
2025 Q1	$243K	Sell	3,885 -325	-8%	-$21.9K	0.03%	108
2024 Q4	$286K	Sell	4,210 -70	-2%	-$4.89K	0.03%	101
2024 Q3	$290K	Hold	4,280	–	–	0.03%	97
2024 Q2	$268K	Sell	4,280 -150	-3%	-$9.44K	0.03%	98
2024 Q1	$291K	Hold	4,430	–	–	0.04%	97
2023 Q4	$273K	Sell	4,430 -700	-14%	-$38.8K	0.04%	95
2023 Q3	$280K	Sell	5,130 -550	-10%	-$31.7K	0.04%	86
2023 Q2	$326K	Hold	5,680	–	–	0.05%	83
2023 Q1	$311K	Hold	5,680	–	–	0.05%	86
2022 Q4	$302K	Hold	5,680	–	–	0.05%	89
2022 Q3	$283K	Buy	+5,680	New	+$314K	0.05%	86

Other funds holding SMMD

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Van Cleef Asset Management's SMMD Position: Q3 2026 in Review

Van Cleef Asset Management held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2026 at 3,401 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #104.

Van Cleef Asset Management first reported a position in SMMD in Q3 2022 and has held it in 17 quarters since. The position peaked at $326K in Q2 2023. 95 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

Van Cleef Asset Management held 3,401 shares of iShares Russell 2500 ETF worth $291K as of Q3 2026.
Van Cleef Asset Management left its iShares Russell 2500 ETF share count unchanged in Q3 2026.
iShares Russell 2500 ETF made up 0.03% of Van Cleef Asset Management's portfolio in Q3 2026, its #104 holding.
Van Cleef Asset Management first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 17 quarters since.
Van Cleef Asset Management's iShares Russell 2500 ETF position peaked at $326K in Q2 2023.
95 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

Based on Van Cleef Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.