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Goodwin Investment Advisory’s iShares Russell 2500 ETF SMMD Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-126
Closed -$7.76K – 72
2023
Q4 		$7.76K Sell
126
-87
-41% -$4.82K ﹤0.01% 62
2023
Q3 		$11.6K Sell
213
-225
-51% -$13K 0.01% 74
2023
Q2 		$25.2K Hold
438
– – 0.01% 68
2023
Q1 		$24K Buy
438
+197
+82% +$11.1K 0.02% 70
2022
Q4 		$12.8K Sell
241
-131
-35% -$7.04K 0.01% 143
2022
Q3 		$19K Buy
372
+177
+91% +$9.77K 0.01% 131
2022
Q2 		$10.1K Sell
195
-1,497
-88% -$84.6K 0.01% 115
2022
Q1 		$105K Buy
1,692
+1,187
+235% +$73K 0.07% 53
2021
Q4 		$33K Buy
+505
New +$33.6K 0.02% 96

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return