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 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

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

Van Cleef Asset Management's SMMD Position: Q1 2026 in Review

Van Cleef Asset Management held its iShares Russell 2500 ETF (SMMD) position steady in Q1 2026 at 3,885 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #100.

Van Cleef Asset Management first reported a position in SMMD in Q3 2022 and has held it in 15 quarters since. The position peaked at $326K in Q2 2023. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

Van Cleef Asset Management held 3,885 shares of iShares Russell 2500 ETF worth $297K as of Q1 2026.
Van Cleef Asset Management left its iShares Russell 2500 ETF share count unchanged in Q1 2026.
iShares Russell 2500 ETF made up 0.03% of Van Cleef Asset Management's portfolio in Q1 2026, its #100 holding.
Van Cleef Asset Management first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 15 quarters since.
Van Cleef Asset Management's iShares Russell 2500 ETF position peaked at $326K in Q2 2023.
231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Van Cleef Asset Management's 13F filing for Q1 2026, filed 1 May 2026.