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Lee Financial Group Hawaii’s iShares Russell 2500 ETF SMMD Stock Holding History

Lee Financial Group Hawaii’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
-286,470
Closed -$15.2M – 40
2022
Q4 		$15.2M Sell
286,470
-4,531
-2% -$243K 14.97% 2
2022
Q3 		$14.5M Buy
291,001
+135,588
+87% +$7.48M 11.65% 3
2022
Q2 		$8.02M Buy
155,413
+34
+0% +$1.92K 7.82% 6
2022
Q1 		$9.69M Sell
155,379
-920
-0.6% -$56.6K 6.61% 6
2021
Q4 		$10.4M Buy
156,299
+204
+0.1% +$13.6K 7.54% 4
2021
Q3 		$10M Buy
156,095
+15,744
+11% +$1.03M 7.37% 4
2021
Q2 		$9.29M Sell
140,351
-25,397
-15% -$1.65M 6.7% 4
2021
Q1 		$10.4M Buy
165,748
+62,108
+60% +$3.84M 8.55% 3
2020
Q4 		$5.88M Buy
+103,640
New +$5.32M 4.96% 5

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $91.6B AUM 29.2% 1-Year Est. Return

Lee Financial Group Hawaii's SMMD Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of iShares Russell 2500 ETF (SMMD) in Q1 2023, closing a stake of 286,470 shares — an estimated $15.2M sold.

Lee Financial Group Hawaii first reported a position in SMMD in Q4 2020 and held it in 9 quarters. The position peaked at $15.2M in Q4 2022. 120 funds tracked by Wall St. Rank hold SMMD as of Q1 2023.

  • Lee Financial Group Hawaii reported no remaining iShares Russell 2500 ETF position as of Q1 2023 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 286,470 iShares Russell 2500 ETF shares in Q1 2023, an estimated $15.2M.
  • Lee Financial Group Hawaii first reported a position in iShares Russell 2500 ETF in Q4 2020 and held it in 9 quarters.
  • Lee Financial Group Hawaii's iShares Russell 2500 ETF position peaked at $15.2M in Q4 2022.
  • 120 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.