JWCA
SMMD icon

J.W. Cole Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

J.W. Cole Advisors’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
Q2 		– Sell
-4,351
Closed -$239K – 811
2023
Q1 		$239K Buy
4,351
+1
+0% +$56 0.02% 675
2022
Q4 		$231K Buy
4,350
+1
+0% +$54 0.02% 645
2022
Q3 		$216K Buy
4,349
+2
+0% +$110 0.02% 651
2022
Q2 		$224K Sell
4,347
-430
-9% -$24.3K 0.02% 638
2022
Q1 		$298K Sell
4,777
-144
-3% -$8.86K 0.02% 623
2021
Q4 		$327K Buy
+4,921
New +$328K 0.02% 617
2021
Q3 		– Sell
-4,919
Closed -$326K – 717
2021
Q2 		$326K Buy
4,919
+229
+5% +$14.9K 0.03% 557
2021
Q1 		$295K Buy
4,690
+145
+3% +$8.96K 0.03% 522
2020
Q4 		$258K Buy
+4,545
New +$233K 0.03% 518

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WANY
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BC
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Bank of America
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Envestnet Asset Management
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
W
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US Bancorp
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ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return