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Lake Point Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Lake Point Wealth 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
2022
Q2 		$73K Buy
1,412
+259
+22% +$14.6K 0.04% 51
2022
Q1 		$72K Sell
1,153
-93,376
-99% -$5.75M 0.03% 51
2021
Q4 		$6.28M Sell
94,529
-326,360
-78% -$21.7M 2.74% 10
2021
Q3 		$27M Buy
420,889
+11,828
+3% +$771K 12.45% 4
2021
Q2 		$27.1M Buy
+409,061
New +$26.6M 12.63% 4

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Lake Point Wealth Management's SMMD Position: Q2 2022 in Review

Lake Point Wealth Management increased its iShares Russell 2500 ETF (SMMD) stake by 22% in Q2 2022, buying an estimated $14.6K and bringing the position to 1,412 shares worth $73K. The position accounts for 0.04% of the portfolio, ranked #51.

Lake Point Wealth Management first reported a position in SMMD in Q2 2021 and has held it in 5 quarters since. The position peaked at $27.1M in Q2 2021. 100 funds tracked by Wall St. Rank hold SMMD as of Q2 2022.

  • Lake Point Wealth Management held 1,412 shares of iShares Russell 2500 ETF worth $73K as of Q2 2022.
  • Lake Point Wealth Management bought 259 iShares Russell 2500 ETF shares in Q2 2022, an estimated $14.6K.
  • iShares Russell 2500 ETF made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #51 holding.
  • Lake Point Wealth Management first reported a position in iShares Russell 2500 ETF in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's iShares Russell 2500 ETF position peaked at $27.1M in Q2 2021.
  • 100 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.