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SMMD icon

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

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WANY
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BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return