AG
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Advisor Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Advisor 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
2019
Q4 		$184K Buy
3,811
+122
+3% +$5.63K ﹤0.01% 2462
2019
Q3 		$164K Buy
3,689
+3,524
+2,136% +$158K ﹤0.01% 2474
2019
Q2 		$8K Buy
165
+109
+195% +$4.86K ﹤0.01% 4490
2019
Q1 		$2K Buy
+56
New +$2.4K ﹤0.01% 4975

Other funds holding SMMD

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's SMMD Position: Q4 2019 in Review

Advisor Group increased its iShares Russell 2500 ETF (SMMD) stake by 3.3% in Q4 2019, buying an estimated $5.63K and bringing the position to 3,811 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Advisor Group first reported a position in SMMD in Q1 2019 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold SMMD as of Q4 2019.

  • Advisor Group held 3,811 shares of iShares Russell 2500 ETF worth $184K as of Q4 2019.
  • Advisor Group bought 122 iShares Russell 2500 ETF shares in Q4 2019, an estimated $5.63K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2462 holding.
  • Advisor Group first reported a position in iShares Russell 2500 ETF in Q1 2019 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.