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Belpointe Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-178
Closed -$9.76K – 2940
2023
Q1 		$9.76K Hold
178
– – ﹤0.01% 2731
2022
Q4 		$9.46K Buy
+178
New +$9.56K ﹤0.01% 2643

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WANY
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BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Belpointe Asset Management's SMMD Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Russell 2500 ETF (SMMD) in Q2 2023, closing a stake of 178 shares — an estimated $9.76K sold.

Belpointe Asset Management first reported a position in SMMD in Q4 2022 and held it in 2 quarters. The position peaked at $9.76K in Q1 2023. 122 funds tracked by Wall St. Rank hold SMMD as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Russell 2500 ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 178 iShares Russell 2500 ETF shares in Q2 2023, an estimated $9.76K.
  • Belpointe Asset Management first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Russell 2500 ETF position peaked at $9.76K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.