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BOK Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

BOK Financial’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
Q1 		– Sell
-10,170
Closed -$540K – 1247
2022
Q4 		$540K Buy
+10,170
New +$546K 0.01% 658

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BOK Financial's SMMD Position: Q1 2023 in Review

BOK Financial sold out of iShares Russell 2500 ETF (SMMD) in Q1 2023, closing a stake of 10,170 shares — an estimated $540K sold.

BOK Financial first reported a position in SMMD in Q4 2022 and held it in 1 quarter. The position peaked at $540K in Q4 2022. 120 funds tracked by Wall St. Rank hold SMMD as of Q1 2023.

  • BOK Financial reported no remaining iShares Russell 2500 ETF position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 10,170 iShares Russell 2500 ETF shares in Q1 2023, an estimated $540K.
  • BOK Financial first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 1 quarter.
  • BOK Financial's iShares Russell 2500 ETF position peaked at $540K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.