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Investmark Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Investmark Advisory Group’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
Q4 		– Sell
-9,910
Closed -$493K – 115
2022
Q3 		$493K Buy
+9,910
New +$547K 0.44% 44

Other funds holding SMMD

HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Investmark Advisory Group's SMMD Position: Q4 2022 in Review

Investmark Advisory Group sold out of iShares Russell 2500 ETF (SMMD) in Q4 2022, closing a stake of 9,910 shares — an estimated $493K sold.

Investmark Advisory Group first reported a position in SMMD in Q3 2022 and held it in 1 quarter. The position peaked at $493K in Q3 2022. 129 funds tracked by Wall St. Rank hold SMMD as of Q4 2022.

  • Investmark Advisory Group reported no remaining iShares Russell 2500 ETF position as of Q4 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 9,910 iShares Russell 2500 ETF shares in Q4 2022, an estimated $493K.
  • Investmark Advisory Group first reported a position in iShares Russell 2500 ETF in Q3 2022 and held it in 1 quarter.
  • Investmark Advisory Group's iShares Russell 2500 ETF position peaked at $493K in Q3 2022.
  • 129 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2022.

Based on Investmark Advisory Group's 13F filing for Q4 2022, filed 24 Jan 2023.