EWF
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Epstein & White Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

Epstein & White Financial’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
2021
Q2 		$12.8M Buy
192,817
+8,322
+5% +$541K 3.37% 10
2021
Q1 		$11.6M Buy
184,495
+11,095
+6% +$686K 3.38% 10
2020
Q4 		$9.85M Buy
+173,400
New +$8.91M 3.02% 8
2019
Q1 		– Sell
-46,724
Closed -$1.78M – 90
2018
Q4 		$1.78M Buy
+46,724
New +$1.99M 1.11% 11

Other funds holding SMMD

LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Epstein & White Financial's SMMD Position: Q2 2021 in Review

Epstein & White Financial increased its iShares Russell 2500 ETF (SMMD) stake by 4.5% in Q2 2021, buying an estimated $541K and bringing the position to 192,817 shares worth $12.8M. The position accounts for 3.37% of the portfolio, ranked #10.

Epstein & White Financial first reported a position in SMMD in Q4 2018 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold SMMD as of Q2 2021.

  • Epstein & White Financial held 192,817 shares of iShares Russell 2500 ETF worth $12.8M as of Q2 2021.
  • Epstein & White Financial bought 8,322 iShares Russell 2500 ETF shares in Q2 2021, an estimated $541K.
  • iShares Russell 2500 ETF made up 3.37% of Epstein & White Financial's portfolio in Q2 2021, its #10 holding.
  • Epstein & White Financial first reported a position in iShares Russell 2500 ETF in Q4 2018 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.