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FDx Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

FDx 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
2022
Q3 		– Sell
-19,805
Closed -$1.02M – 804
2022
Q2 		$1.02M Buy
+19,805
New +$1.12M 0.04% 315
2022
Q1 		– Sell
-4,414
Closed -$293K – 899
2021
Q4 		$293K Buy
+4,414
New +$294K 0.01% 707

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FDx Advisors's SMMD Position: Q3 2022 in Review

FDx Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q3 2022, closing a stake of 19,805 shares — an estimated $1.02M sold.

FDx Advisors first reported a position in SMMD in Q4 2021 and held it in 2 quarters. The position peaked at $1.02M in Q2 2022. 101 funds tracked by Wall St. Rank hold SMMD as of Q3 2022.

  • FDx Advisors reported no remaining iShares Russell 2500 ETF position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 19,805 iShares Russell 2500 ETF shares in Q3 2022, an estimated $1.02M.
  • FDx Advisors first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 2 quarters.
  • FDx Advisors's iShares Russell 2500 ETF position peaked at $1.02M in Q2 2022.
  • 101 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.