Atlas Private Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Atlas Private Wealth 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
2024 Q1	–	Sell	-5,994	Closed	-$369K	–	158
2023 Q4	$369K	Sell	5,994 -2,100	-26%	-$116K	0.07%	106
2023 Q3	$441K	Sell	8,094 -1,280	-14%	-$73.7K	0.08%	116
2023 Q2	$539K	Buy	9,374 +3,849	+70%	+$210K	0.11%	105
2023 Q1	$303K	Sell	5,525 -199	-3%	-$11.2K	0.14%	102
2022 Q4	$304K	Buy	5,724 +5	+0.1%	+$269	0.16%	102
2022 Q3	$285K	Hold	5,719	–	–	0.17%	104
2022 Q2	$295K	Sell	5,719 -13	-0.2%	-$735	0.18%	105
2022 Q1	$358K	Buy	5,732 +1,097	+24%	+$67.5K	0.16%	97
2021 Q4	$308K	Buy	4,635 +3,353	+262%	+$223K	0.14%	117
2021 Q3	$82K	Buy	1,282 +724	+130%	+$47.2K	0.04%	192
2021 Q2	$37K	Buy	558 +494	+772%	+$32.1K	0.02%	266
2021 Q1	$4K	Buy	+64	New	+$3.96K	﹤0.01%	657

Other funds holding SMMD

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Atlas Private Wealth Advisors's SMMD Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q1 2024, closing a stake of 5,994 shares — an estimated $369K sold.

Atlas Private Wealth Advisors first reported a position in SMMD in Q1 2021 and held it in 12 quarters. The position peaked at $539K in Q2 2023. 155 funds tracked by Wall St. Rank hold SMMD as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining iShares Russell 2500 ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 5,994 iShares Russell 2500 ETF shares in Q1 2024, an estimated $369K.
Atlas Private Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q1 2021 and held it in 12 quarters.
Atlas Private Wealth Advisors's iShares Russell 2500 ETF position peaked at $539K in Q2 2023.
155 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.