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GW&K Investment Management’s iShares Russell 2500 ETF SMMD Stock Holding History

GW&K Investment Management’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
2020
Q1 		– Sell
-2,322
Closed -$112K – 386
2019
Q4 		$112K Buy
+2,322
New +$107K ﹤0.01% 339

Other funds holding SMMD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

GW&K Investment Management's SMMD Position: Q1 2020 in Review

GW&K Investment Management sold out of iShares Russell 2500 ETF (SMMD) in Q1 2020, closing a stake of 2,322 shares — an estimated $112K sold.

GW&K Investment Management first reported a position in SMMD in Q4 2019 and held it in 1 quarter. The position peaked at $112K in Q4 2019. 33 funds tracked by Wall St. Rank hold SMMD as of Q1 2020.

  • GW&K Investment Management reported no remaining iShares Russell 2500 ETF position as of Q1 2020 after selling out during the quarter.
  • GW&K Investment Management sold 2,322 iShares Russell 2500 ETF shares in Q1 2020, an estimated $112K.
  • GW&K Investment Management first reported a position in iShares Russell 2500 ETF in Q4 2019 and held it in 1 quarter.
  • GW&K Investment Management's iShares Russell 2500 ETF position peaked at $112K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2020.

Based on GW&K Investment Management's 13F filing for Q1 2020, filed 11 May 2020.