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Jacobi Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Jacobi Capital Management’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
-49
Closed -$3K – 1180
2021
Q3 		$3K Hold
49
– – ﹤0.01% 1289
2021
Q2 		$3K Buy
+49
New +$3.19K ﹤0.01% 1241

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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

Jacobi Capital Management's SMMD Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares Russell 2500 ETF (SMMD) in Q4 2021, closing a stake of 49 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in SMMD in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 89 funds tracked by Wall St. Rank hold SMMD as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares Russell 2500 ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 49 iShares Russell 2500 ETF shares in Q4 2021, an estimated $3K.
  • Jacobi Capital Management first reported a position in iShares Russell 2500 ETF in Q2 2021 and held it in 2 quarters.
  • Jacobi Capital Management's iShares Russell 2500 ETF position peaked at $3K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.