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SMMD icon

Diversified’s iShares Russell 2500 ETF SMMD Stock Holding History

Diversified’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
2022
Q1 		– Sell
-85,118
Closed -$5.65M – 122
2021
Q4 		$5.65M Buy
85,118
+16,303
+24% +$1.09M 2.39% 9
2021
Q3 		$4.42M Buy
68,815
+26,388
+62% +$1.72M 2.35% 11
2021
Q2 		$2.81M Buy
42,427
+31,451
+287% +$2.05M 1.57% 17
2021
Q1 		$690K Buy
+10,976
New +$679K 0.53% 38

Other funds holding SMMD

HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Diversified's SMMD Position: Q1 2022 in Review

Diversified sold out of iShares Russell 2500 ETF (SMMD) in Q1 2022, closing a stake of 85,118 shares — an estimated $5.65M sold.

Diversified first reported a position in SMMD in Q1 2021 and held it in 4 quarters. The position peaked at $5.65M in Q4 2021. 97 funds tracked by Wall St. Rank hold SMMD as of Q1 2022.

  • Diversified reported no remaining iShares Russell 2500 ETF position as of Q1 2022 after selling out during the quarter.
  • Diversified sold 85,118 iShares Russell 2500 ETF shares in Q1 2022, an estimated $5.65M.
  • Diversified first reported a position in iShares Russell 2500 ETF in Q1 2021 and held it in 4 quarters.
  • Diversified's iShares Russell 2500 ETF position peaked at $5.65M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2022.

Based on Diversified's 13F filing for Q1 2022, filed 14 Apr 2022.