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 $7.99B AUM 24.2% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goodwin Investment Advisory's SMMD Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares Russell 2500 ETF (SMMD) in Q1 2024, closing a stake of 126 shares — an estimated $7.76K sold.

Goodwin Investment Advisory first reported a position in SMMD in Q4 2021 and held it in 9 quarters. The position peaked at $105K in Q1 2022. 155 funds tracked by Wall St. Rank hold SMMD as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares Russell 2500 ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 126 iShares Russell 2500 ETF shares in Q1 2024, an estimated $7.76K.
Goodwin Investment Advisory first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 9 quarters.
Goodwin Investment Advisory's iShares Russell 2500 ETF position peaked at $105K in Q1 2022.
155 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.