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Highline Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Highline Wealth Partners’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
Q3 		– Sell
-75
Closed -$4.7K – 632
2024
Q2 		$4.7K Hold
75
– – ﹤0.01% 296
2024
Q1 		$4.92K Buy
+75
New +$4.64K ﹤0.01% 270

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Highline Wealth Partners's SMMD Position: Q3 2024 in Review

Highline Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q3 2024, closing a stake of 75 shares — an estimated $4.7K sold.

Highline Wealth Partners first reported a position in SMMD in Q1 2024 and held it in 2 quarters. The position peaked at $4.92K in Q1 2024. 174 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

  • Highline Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q3 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 75 iShares Russell 2500 ETF shares in Q3 2024, an estimated $4.7K.
  • Highline Wealth Partners first reported a position in iShares Russell 2500 ETF in Q1 2024 and held it in 2 quarters.
  • Highline Wealth Partners's iShares Russell 2500 ETF position peaked at $4.92K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on Highline Wealth Partners's 13F filing for Q3 2024, filed 25 Oct 2024.