EWA
SMMD icon

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

EverSource 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
2025
Q2 		– Sell
-1,723
Closed -$108K – 4352
2025
Q1 		$108K Buy
1,723
+4
+0.2% +$270 0.01% 882
2024
Q4 		$117K Buy
1,719
+5
+0.3% +$350 0.01% 858
2024
Q3 		$116K Buy
1,714
+5
+0.3% +$326 0.01% 743
2024
Q2 		$115K Sell
1,709
-1
-0.1% -$63 0.01% 745
2024
Q1 		$105K Buy
+1,710
New +$106K 0.01% 683

Other funds holding SMMD

GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return