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Claro Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Claro Advisors’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
2021
Q1 		– Sell
-5,306
Closed -$301K – 228
2020
Q4 		$301K Sell
5,306
-245
-4% -$12.6K 0.16% 156
2020
Q3 		$249K Sell
5,551
-442
-7% -$19.8K 0.16% 157
2020
Q2 		$255K Buy
+5,993
New +$234K 0.18% 144

Other funds holding SMMD

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Claro Advisors's SMMD Position: Q1 2021 in Review

Claro Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q1 2021, closing a stake of 5,306 shares — an estimated $301K sold.

Claro Advisors first reported a position in SMMD in Q2 2020 and held it in 3 quarters. The position peaked at $301K in Q4 2020. 65 funds tracked by Wall St. Rank hold SMMD as of Q1 2021.

  • Claro Advisors reported no remaining iShares Russell 2500 ETF position as of Q1 2021 after selling out during the quarter.
  • Claro Advisors sold 5,306 iShares Russell 2500 ETF shares in Q1 2021, an estimated $301K.
  • Claro Advisors first reported a position in iShares Russell 2500 ETF in Q2 2020 and held it in 3 quarters.
  • Claro Advisors's iShares Russell 2500 ETF position peaked at $301K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2021.

Based on Claro Advisors's 13F filing for Q1 2021, filed 17 May 2021.