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Guardian Wealth Advisors (North Carolina)’s iShares Russell 2500 ETF SMMD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		– Sell
-3,538
Closed -$241K – 545
2024
Q4 		$241K Buy
+3,538
New +$247K 0.02% 286

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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

Guardian Wealth Advisors (North Carolina)'s SMMD Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Russell 2500 ETF (SMMD) in Q1 2025, closing a stake of 3,538 shares — an estimated $241K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SMMD in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 192 funds tracked by Wall St. Rank hold SMMD as of Q1 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Russell 2500 ETF position as of Q1 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 3,538 iShares Russell 2500 ETF shares in Q1 2025, an estimated $241K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell 2500 ETF in Q4 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s iShares Russell 2500 ETF position peaked at $241K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.