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Karn Couzens & Associates’s iShares Russell 2500 ETF SMMD Stock Holding History

Karn Couzens & Associates’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 		$272K Buy
4,362
+488
+13% +$30K 0.17% 75
2021
Q4 		$257K Buy
+3,874
New +$258K 0.18% 70

Other funds holding SMMD

HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
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

Karn Couzens & Associates's SMMD Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares Russell 2500 ETF (SMMD) stake by 13% in Q1 2022, buying an estimated $30K and bringing the position to 4,362 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #75.

Karn Couzens & Associates first reported a position in SMMD in Q4 2021 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold SMMD as of Q1 2022.

  • Karn Couzens & Associates held 4,362 shares of iShares Russell 2500 ETF worth $272K as of Q1 2022.
  • Karn Couzens & Associates bought 488 iShares Russell 2500 ETF shares in Q1 2022, an estimated $30K.
  • iShares Russell 2500 ETF made up 0.17% of Karn Couzens & Associates's portfolio in Q1 2022, its #75 holding.
  • Karn Couzens & Associates first reported a position in iShares Russell 2500 ETF in Q4 2021 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.