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Dowling & Yahnke’s iShares Russell 2500 ETF SMMD Stock Holding History

Dowling & Yahnke’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
Q3 		$554K Buy
11,131
+91
+0.8% +$5.02K 0.03% 268
2022
Q2 		$570K Buy
+11,040
New +$624K 0.03% 265

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dowling & Yahnke's SMMD Position: Q3 2022 in Review

Dowling & Yahnke increased its iShares Russell 2500 ETF (SMMD) stake by 0.82% in Q3 2022, buying an estimated $5.02K and bringing the position to 11,131 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #268.

Dowling & Yahnke first reported a position in SMMD in Q2 2022 and has held it in 2 quarters since. The position peaked at $570K in Q2 2022. 101 funds tracked by Wall St. Rank hold SMMD as of Q3 2022.

  • Dowling & Yahnke held 11,131 shares of iShares Russell 2500 ETF worth $554K as of Q3 2022.
  • Dowling & Yahnke bought 91 iShares Russell 2500 ETF shares in Q3 2022, an estimated $5.02K.
  • iShares Russell 2500 ETF made up 0.03% of Dowling & Yahnke's portfolio in Q3 2022, its #268 holding.
  • Dowling & Yahnke first reported a position in iShares Russell 2500 ETF in Q2 2022 and has held it in 2 quarters since.
  • Dowling & Yahnke's iShares Russell 2500 ETF position peaked at $570K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.