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Curated Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Curated Wealth Partners’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
Q1 		– Sell
-4,300
Closed -$265K – 246
2023
Q4 		$265K Buy
+4,300
New +$238K 0.04% 125

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BC
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US Bancorp
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Curated Wealth Partners's SMMD Position: Q1 2024 in Review

Curated Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q1 2024, closing a stake of 4,300 shares — an estimated $265K sold.

Curated Wealth Partners first reported a position in SMMD in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 154 funds tracked by Wall St. Rank hold SMMD as of Q1 2024.

  • Curated Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 4,300 iShares Russell 2500 ETF shares in Q1 2024, an estimated $265K.
  • Curated Wealth Partners first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 1 quarter.
  • Curated Wealth Partners's iShares Russell 2500 ETF position peaked at $265K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.