Wells Fargo
SMMD icon

Wells Fargo’s iShares Russell 2500 ETF SMMD Stock Holding History

Wells Fargo’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 		$2.33M Buy
30,563
+11,321
+59% +$893K ﹤0.01% 3158
2025
Q4 		$1.44M Buy
19,242
+4,094
+27% +$305K ﹤0.01% 3684
2025
Q3 		$1.12M Buy
15,148
+2,563
+20% +$183K ﹤0.01% 3737
2025
Q2 		$853K Buy
12,585
+8,842
+236% +$560K ﹤0.01% 3802
2025
Q1 		$234K Buy
3,743
+451
+14% +$30.4K ﹤0.01% 4597
2024
Q4 		$224K Sell
3,292
-717
-18% -$50.1K ﹤0.01% 4731
2024
Q3 		$272K Buy
4,009
+816
+26% +$53.2K ﹤0.01% 4379
2024
Q2 		$200K Sell
3,193
-311
-9% -$19.6K ﹤0.01% 4520
2024
Q1 		$230K Buy
3,504
+778
+29% +$48.1K ﹤0.01% 4385
2023
Q4 		$168K Sell
2,726
-370
-12% -$20.5K ﹤0.01% 4575
2023
Q3 		$169K Buy
3,096
+150
+5% +$8.64K ﹤0.01% 4470
2023
Q2 		$169K Buy
2,946
+1,773
+151% +$96.9K ﹤0.01% 4695
2023
Q1 		$64.3K Hold
1,173
– – ﹤0.01% 5032
2022
Q4 		$62.3K Sell
1,173
-426
-27% -$22.9K ﹤0.01% 4766
2022
Q3 		$80K Buy
1,599
+1
+0.1% +$55 ﹤0.01% 4728
2022
Q2 		$83K Buy
1,598
+558
+54% +$31.6K ﹤0.01% 4751
2022
Q1 		$65K Hold
1,040
– – ﹤0.01% 5531
2021
Q4 		$69K Buy
1,040
+1,039
+103,900% +$69.2K ﹤0.01% 5817
2021
Q3 		$0 Sell
1
-3,799
-100% -$248K ﹤0.01% 7461
2021
Q2 		$252K Buy
3,800
+3,799
+379,900% +$247K ﹤0.01% 4933
2021
Q1 		$0 Hold
1
– – ﹤0.01% 7324
2020
Q4 		$0 Hold
1
– – ﹤0.01% 6966
2020
Q3 		$0 Buy
+1
New +$45 ﹤0.01% 6845
2020
Q2 		– Sell
-1
Closed -$39 – 6764
2020
Q1 		$0 Hold
1
– – ﹤0.01% 6735
2019
Q4 		$0 Sell
1
-1
-50% -$46 ﹤0.01% 6698
2019
Q3 		$0 Buy
2
+1
+100% +$45 ﹤0.01% 6680
2019
Q2 		$0 Buy
+1
New +$45 ﹤0.01% 6593

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

Wells Fargo's SMMD Position: Q1 2026 in Review

Wells Fargo increased its iShares Russell 2500 ETF (SMMD) stake by 59% in Q1 2026, buying an estimated $893K and bringing the position to 30,563 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

Wells Fargo first reported a position in SMMD in Q2 2019 and has held it in 27 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Wells Fargo held 30,563 shares of iShares Russell 2500 ETF worth $2.33M as of Q1 2026.
  • Wells Fargo bought 11,321 iShares Russell 2500 ETF shares in Q1 2026, an estimated $893K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3158 holding.
  • Wells Fargo first reported a position in iShares Russell 2500 ETF in Q2 2019 and has held it in 27 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.