Altavista Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Altavista Wealth 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
2021 Q4	$2.06M	Buy	31,003 +531	+2%	+$35.3K	0.42%	50
2021 Q3	$1.96M	Buy	30,472 +4,848	+19%	+$316K	0.43%	47
2021 Q2	$1.7M	Buy	25,624 +3,644	+17%	+$237K	0.37%	53
2021 Q1	$1.38M	Buy	21,980 +11,955	+119%	+$739K	0.34%	63
2020 Q4	$569K	Buy	+10,025	New	+$515K	0.14%	101

Other funds holding SMMD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Altavista Wealth Management's SMMD Position: Q4 2021 in Review

Altavista Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 1.7% in Q4 2021, buying an estimated $35.3K and bringing the position to 31,003 shares worth $2.06M. The position accounts for 0.42% of the portfolio, ranked #50.

Altavista Wealth Management first reported a position in SMMD in Q4 2020 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold SMMD as of Q4 2021.

Altavista Wealth Management held 31,003 shares of iShares Russell 2500 ETF worth $2.06M as of Q4 2021.
Altavista Wealth Management bought 531 iShares Russell 2500 ETF shares in Q4 2021, an estimated $35.3K.
iShares Russell 2500 ETF made up 0.42% of Altavista Wealth Management's portfolio in Q4 2021, its #50 holding.
Altavista Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2020 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.