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Anchor Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Anchor Capital 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
Q1 		– Sell
-8,705
Closed -$578K – 284
2021
Q4 		$578K Buy
+8,705
New +$579K 0.01% 222

Other funds holding SMMD

HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Anchor Capital Advisors's SMMD Position: Q1 2022 in Review

Anchor Capital Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q1 2022, closing a stake of 8,705 shares — an estimated $578K sold.

Anchor Capital Advisors first reported a position in SMMD in Q4 2021 and held it in 1 quarter. The position peaked at $578K in Q4 2021. 97 funds tracked by Wall St. Rank hold SMMD as of Q1 2022.

  • Anchor Capital Advisors reported no remaining iShares Russell 2500 ETF position as of Q1 2022 after selling out during the quarter.
  • Anchor Capital Advisors sold 8,705 iShares Russell 2500 ETF shares in Q1 2022, an estimated $578K.
  • Anchor Capital Advisors first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 1 quarter.
  • Anchor Capital Advisors's iShares Russell 2500 ETF position peaked at $578K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2022.

Based on Anchor Capital Advisors's 13F filing for Q1 2022, filed 6 May 2022.