Envestnet Portfolio Solutions
SMMD icon

Envestnet Portfolio Solutions’s iShares Russell 2500 ETF SMMD Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-7,820
Closed -$490K – 1734
2024
Q2 		$490K Sell
7,820
-9,923
-56% -$624K ﹤0.01% 1149
2024
Q1 		$1.16M Buy
+17,743
New +$1.1M ﹤0.01% 799

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Envestnet Portfolio Solutions's SMMD Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of iShares Russell 2500 ETF (SMMD) in Q3 2024, closing a stake of 7,820 shares — an estimated $490K sold.

Envestnet Portfolio Solutions first reported a position in SMMD in Q1 2024 and held it in 2 quarters. The position peaked at $1.16M in Q1 2024. 173 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining iShares Russell 2500 ETF position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,820 iShares Russell 2500 ETF shares in Q3 2024, an estimated $490K.
  • Envestnet Portfolio Solutions first reported a position in iShares Russell 2500 ETF in Q1 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's iShares Russell 2500 ETF position peaked at $1.16M in Q1 2024.
  • 173 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.