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Westwood Holdings Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Westwood Holdings Group’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 		$19.9M Buy
260,967
+58,909
+29% +$4.64M 0.15% 200
2025
Q4 		$15.1M Buy
202,058
+97,546
+93% +$7.26M 0.12% 208
2025
Q3 		$7.71M Buy
+104,512
New +$7.45M 0.06% 248

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

Westwood Holdings Group's SMMD Position: Q1 2026 in Review

Westwood Holdings Group increased its iShares Russell 2500 ETF (SMMD) stake by 29% in Q1 2026, buying an estimated $4.64M and bringing the position to 260,967 shares worth $19.9M. The position accounts for 0.15% of the portfolio, ranked #200.

Westwood Holdings Group first reported a position in SMMD in Q3 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • Westwood Holdings Group held 260,967 shares of iShares Russell 2500 ETF worth $19.9M as of Q1 2026.
  • Westwood Holdings Group bought 58,909 iShares Russell 2500 ETF shares in Q1 2026, an estimated $4.64M.
  • iShares Russell 2500 ETF made up 0.15% of Westwood Holdings Group's portfolio in Q1 2026, its #200 holding.
  • Westwood Holdings Group first reported a position in iShares Russell 2500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.