Level Four Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-14,547	Closed	-$896K	–	877
2024 Q1	$896K	Buy	14,547 +761	+6%	+$47.1K	0.05%	314
2023 Q4	$849K	Buy	+13,786	New	+$764K	0.05%	331

Other funds holding SMMD

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Level Four Advisory Services's SMMD Position: Q2 2024 in Review

Level Four Advisory Services sold out of iShares Russell 2500 ETF (SMMD) in Q2 2024, closing a stake of 14,547 shares — an estimated $896K sold.

Level Four Advisory Services first reported a position in SMMD in Q4 2023 and held it in 2 quarters. The position peaked at $896K in Q1 2024. 164 funds tracked by Wall St. Rank hold SMMD as of Q2 2024.

Level Four Advisory Services reported no remaining iShares Russell 2500 ETF position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 14,547 iShares Russell 2500 ETF shares in Q2 2024, an estimated $896K.
Level Four Advisory Services first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 2 quarters.
Level Four Advisory Services's iShares Russell 2500 ETF position peaked at $896K in Q1 2024.
164 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.