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Divergent Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Divergent Wealth 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
2019
Q1 		– Sell
-7,796
Closed -$298K – 45
2018
Q4 		$298K Buy
+7,796
New +$332K 0.11% 36

Other funds holding SMMD

LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Divergent Wealth Advisors's SMMD Position: Q1 2019 in Review

Divergent Wealth Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q1 2019, closing a stake of 7,796 shares — an estimated $298K sold.

Divergent Wealth Advisors first reported a position in SMMD in Q4 2018 and held it in 1 quarter. The position peaked at $298K in Q4 2018. 19 funds tracked by Wall St. Rank hold SMMD as of Q1 2019.

  • Divergent Wealth Advisors reported no remaining iShares Russell 2500 ETF position as of Q1 2019 after selling out during the quarter.
  • Divergent Wealth Advisors sold 7,796 iShares Russell 2500 ETF shares in Q1 2019, an estimated $298K.
  • Divergent Wealth Advisors first reported a position in iShares Russell 2500 ETF in Q4 2018 and held it in 1 quarter.
  • Divergent Wealth Advisors's iShares Russell 2500 ETF position peaked at $298K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2019.

Based on Divergent Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.