IWP
SMMD icon

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

Icon 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
2022
Q1 		– Sell
-4,211
Closed -$280K – 352
2021
Q4 		$280K Buy
+4,211
New +$280K 0.03% 273

Other funds holding SMMD

HWMA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Icon Wealth Partners's SMMD Position: Q1 2022 in Review

Icon Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q1 2022, closing a stake of 4,211 shares — an estimated $280K sold.

Icon Wealth Partners first reported a position in SMMD in Q4 2021 and held it in 1 quarter. The position peaked at $280K in Q4 2021. 97 funds tracked by Wall St. Rank hold SMMD as of Q1 2022.

  • Icon Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q1 2022 after selling out during the quarter.
  • Icon Wealth Partners sold 4,211 iShares Russell 2500 ETF shares in Q1 2022, an estimated $280K.
  • Icon Wealth Partners first reported a position in iShares Russell 2500 ETF in Q4 2021 and held it in 1 quarter.
  • Icon Wealth Partners's iShares Russell 2500 ETF position peaked at $280K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2022.

Based on Icon Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.