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KFA Private Wealth Group’s iShares Russell 2500 ETF SMMD Stock Holding History

KFA Private Wealth 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
2020
Q2 		– Sell
-18,019
Closed -$606K – 54
2020
Q1 		$606K Buy
+18,019
New +$788K 0.72% 22

Other funds holding SMMD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFA Private Wealth Group's SMMD Position: Q2 2020 in Review

KFA Private Wealth Group sold out of iShares Russell 2500 ETF (SMMD) in Q2 2020, closing a stake of 18,019 shares — an estimated $606K sold.

KFA Private Wealth Group first reported a position in SMMD in Q1 2020 and held it in 1 quarter. The position peaked at $606K in Q1 2020. 29 funds tracked by Wall St. Rank hold SMMD as of Q2 2020.

  • KFA Private Wealth Group reported no remaining iShares Russell 2500 ETF position as of Q2 2020 after selling out during the quarter.
  • KFA Private Wealth Group sold 18,019 iShares Russell 2500 ETF shares in Q2 2020, an estimated $606K.
  • KFA Private Wealth Group first reported a position in iShares Russell 2500 ETF in Q1 2020 and held it in 1 quarter.
  • KFA Private Wealth Group's iShares Russell 2500 ETF position peaked at $606K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2020.

Based on KFA Private Wealth Group's 13F filing for Q2 2020, filed 28 Jul 2020.