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

Baystate 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
2023
Q4 		$5.22K Hold
84
– – ﹤0.01% 877
2023
Q3 		$4.58K Buy
+84
New +$4.84K ﹤0.01% 699

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baystate Wealth Management's SMMD Position: Q4 2023 in Review

Baystate Wealth Management held its iShares Russell 2500 ETF (SMMD) position steady in Q4 2023 at 84 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Baystate Wealth Management first reported a position in SMMD in Q3 2023 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold SMMD as of Q4 2023.

  • Baystate Wealth Management held 84 shares of iShares Russell 2500 ETF worth $5.22K as of Q4 2023.
  • Baystate Wealth Management left its iShares Russell 2500 ETF share count unchanged in Q4 2023.
  • iShares Russell 2500 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #877 holding.
  • Baystate Wealth Management first reported a position in iShares Russell 2500 ETF in Q3 2023 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.