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CBIZ Investment Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

CBIZ Investment Advisory Services’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
Q4 		– Sell
-607
Closed -$41.1K – 503
2024
Q3 		$41.1K Hold
607
– – ﹤0.01% 123
2024
Q2 		$38K Hold
607
– – ﹤0.01% 116
2024
Q1 		$39.8K Buy
+607
New +$37.6K ﹤0.01% 111

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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 $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CBIZ Investment Advisory Services's SMMD Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of iShares Russell 2500 ETF (SMMD) in Q4 2024, closing a stake of 607 shares — an estimated $41.1K sold.

CBIZ Investment Advisory Services first reported a position in SMMD in Q1 2024 and held it in 3 quarters. The position peaked at $41.1K in Q3 2024. 198 funds tracked by Wall St. Rank hold SMMD as of Q4 2024.

  • CBIZ Investment Advisory Services reported no remaining iShares Russell 2500 ETF position as of Q4 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 607 iShares Russell 2500 ETF shares in Q4 2024, an estimated $41.1K.
  • CBIZ Investment Advisory Services first reported a position in iShares Russell 2500 ETF in Q1 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's iShares Russell 2500 ETF position peaked at $41.1K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.