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Kraematon Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Kraematon Investment 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
Q1 		– Sell
-30
Closed -$1.58K – 225
2022
Q4 		$1.58K Buy
+30
New +$1.61K ﹤0.01% 245

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kraematon Investment Advisors's SMMD Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q1 2023, closing a stake of 30 shares — an estimated $1.58K sold.

Kraematon Investment Advisors first reported a position in SMMD in Q4 2022 and held it in 1 quarter. The position peaked at $1.58K in Q4 2022. 120 funds tracked by Wall St. Rank hold SMMD as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining iShares Russell 2500 ETF position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 30 iShares Russell 2500 ETF shares in Q1 2023, an estimated $1.58K.
  • Kraematon Investment Advisors first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's iShares Russell 2500 ETF position peaked at $1.58K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.