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Advisory Services Network’s iShares Russell 2500 ETF SMMD Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-86
Closed -$5.28K – 3337
2023
Q4 		$5.28K Buy
+86
New +$4.76K ﹤0.01% 3094
2023
Q2 		– Sell
-3,479
Closed -$191K – 3335
2023
Q1 		$191K Sell
3,479
-580
-14% -$32.6K 0.01% 1326
2022
Q4 		$216K Sell
4,059
-637
-14% -$34.2K 0.01% 1237
2022
Q3 		$233K Sell
4,696
-366
-7% -$20.2K 0.01% 1137
2022
Q2 		$261K Sell
5,062
-318
-6% -$18K 0.01% 1141
2022
Q1 		$335K Sell
5,380
-53
-1% -$3.26K 0.01% 1093
2021
Q4 		$361K Buy
5,433
+676
+14% +$45K 0.01% 1017
2021
Q3 		$305K Buy
4,757
+586
+14% +$38.2K 0.01% 1096
2021
Q2 		$276K Buy
+4,171
New +$271K 0.01% 1129

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return