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Insight Wealth Strategies’s iShares Russell 2500 ETF SMMD Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-4,803
Closed -$308K – 188
2021
Q3 		$308K Buy
4,803
+17
+0.4% +$1.11K 0.04% 161
2021
Q2 		$317K Buy
4,786
+119
+3% +$7.74K 0.05% 156
2021
Q1 		$294K Buy
4,667
+25
+0.5% +$1.55K 0.04% 178
2020
Q4 		$263K Buy
4,642
+21
+0.5% +$1.08K 0.04% 183
2020
Q3 		$207K Buy
+4,621
New +$207K 0.04% 192

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Insight Wealth Strategies's SMMD Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares Russell 2500 ETF (SMMD) in Q4 2021, closing a stake of 4,803 shares — an estimated $308K sold.

Insight Wealth Strategies first reported a position in SMMD in Q3 2020 and held it in 5 quarters. The position peaked at $317K in Q2 2021. 89 funds tracked by Wall St. Rank hold SMMD as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares Russell 2500 ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,803 iShares Russell 2500 ETF shares in Q4 2021, an estimated $308K.
  • Insight Wealth Strategies first reported a position in iShares Russell 2500 ETF in Q3 2020 and held it in 5 quarters.
  • Insight Wealth Strategies's iShares Russell 2500 ETF position peaked at $317K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.