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Horan Securities’s iShares Russell 2500 ETF SMMD Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-96
Closed -$5.52K – 565
2023
Q2 		$5.52K Buy
96
+4
+4% +$219 ﹤0.01% 458
2023
Q1 		$5.04K Hold
92
– – ﹤0.01% 466
2022
Q4 		$4.89K Hold
92
– – ﹤0.01% 452
2022
Q3 		$5K Hold
92
– – ﹤0.01% 410
2022
Q2 		$5K Hold
92
– – ﹤0.01% 426
2022
Q1 		$6K Hold
92
– – ﹤0.01% 370
2021
Q4 		$6K Buy
+92
New +$6.12K ﹤0.01% 374

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Fifth Third Bancorp
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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Horan Securities's SMMD Position: Q3 2023 in Review

Horan Securities sold out of iShares Russell 2500 ETF (SMMD) in Q3 2023, closing a stake of 96 shares — an estimated $5.52K sold.

Horan Securities first reported a position in SMMD in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 129 funds tracked by Wall St. Rank hold SMMD as of Q3 2023.

  • Horan Securities reported no remaining iShares Russell 2500 ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 96 iShares Russell 2500 ETF shares in Q3 2023, an estimated $5.52K.
  • Horan Securities first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 7 quarters.
  • Horan Securities's iShares Russell 2500 ETF position peaked at $6K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.