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American Portfolios Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$67.2K Hold
1,350
– – ﹤0.01% 1550
2022
Q2 		$69.7K Hold
1,350
– – ﹤0.01% 1589
2022
Q1 		$84.2K Hold
1,350
– – ﹤0.01% 1609
2021
Q4 		$89.6K Buy
+1,350
New +$89.9K ﹤0.01% 1568
2021
Q3 		– Sell
-215
Closed -$14.2K – 3535
2021
Q2 		$14.2K Buy
215
+85
+65% +$5.53K ﹤0.01% 2357
2021
Q1 		$8.18K Buy
+130
New +$8.04K ﹤0.01% 2476

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

American Portfolios Advisors's SMMD Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2022 at 1,350 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

American Portfolios Advisors first reported a position in SMMD in Q1 2021 and has held it in 6 quarters since. The position peaked at $89.6K in Q4 2021. 101 funds tracked by Wall St. Rank hold SMMD as of Q3 2022.

  • American Portfolios Advisors held 1,350 shares of iShares Russell 2500 ETF worth $67.2K as of Q3 2022.
  • American Portfolios Advisors left its iShares Russell 2500 ETF share count unchanged in Q3 2022.
  • iShares Russell 2500 ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1550 holding.
  • American Portfolios Advisors first reported a position in iShares Russell 2500 ETF in Q1 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's iShares Russell 2500 ETF position peaked at $89.6K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.