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Carmichael Hill & Associates’s iShares Russell 2500 ETF SMMD Stock Holding History

Carmichael Hill & Associates’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
Q3 		$160K Sell
2,361
-8
-0.3% -$522 0.06% 213
2024
Q2 		$148K Buy
2,369
+178
+8% +$11.2K 0.06% 210
2024
Q1 		$144K Sell
2,191
-55
-2% -$3.4K 0.06% 218
2023
Q4 		$138K Buy
2,246
+132
+6% +$7.31K 0.06% 222
2023
Q3 		$115K Buy
2,114
+12
+0.6% +$691 0.05% 231
2023
Q2 		$121K Buy
2,102
+889
+73% +$48.6K 0.05% 226
2023
Q1 		$66.5K Buy
1,213
+7
+0.6% +$393 0.03% 275
2022
Q4 		$64.1K Buy
1,206
+69
+6% +$3.71K 0.03% 298
2022
Q3 		$57K Buy
1,137
+716
+170% +$39.5K 0.03% 309
2022
Q2 		$22K Buy
+421
New +$23.8K 0.01% 455

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Carmichael Hill & Associates's SMMD Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its iShares Russell 2500 ETF (SMMD) stake by 0.34% in Q3 2024, selling an estimated $522 and leaving 2,361 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #213.

Carmichael Hill & Associates first reported a position in SMMD in Q2 2022 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

  • Carmichael Hill & Associates held 2,361 shares of iShares Russell 2500 ETF worth $160K as of Q3 2024.
  • Carmichael Hill & Associates sold 8 iShares Russell 2500 ETF shares in Q3 2024, an estimated $522.
  • iShares Russell 2500 ETF made up 0.06% of Carmichael Hill & Associates's portfolio in Q3 2024, its #213 holding.
  • Carmichael Hill & Associates first reported a position in iShares Russell 2500 ETF in Q2 2022 and has held it in 10 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.