MRCM
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M&R Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

M&R Capital 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
2024
Q3 		$6.77K Hold
100
– – ﹤0.01% 432
2024
Q2 		$6.26K Hold
100
– – ﹤0.01% 424
2024
Q1 		$6.56K Hold
100
– – ﹤0.01% 418
2023
Q4 		$6.16K Hold
100
– – ﹤0.01% 464
2023
Q3 		$5.45K Hold
100
– – ﹤0.01% 460
2023
Q2 		$5.75K Buy
+100
New +$5.46K ﹤0.01% 452

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

M&R Capital Management's SMMD Position: Q3 2024 in Review

M&R Capital Management held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2024 at 100 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

M&R Capital Management first reported a position in SMMD in Q2 2023 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

  • M&R Capital Management held 100 shares of iShares Russell 2500 ETF worth $6.77K as of Q3 2024.
  • M&R Capital Management left its iShares Russell 2500 ETF share count unchanged in Q3 2024.
  • iShares Russell 2500 ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #432 holding.
  • M&R Capital Management first reported a position in iShares Russell 2500 ETF in Q2 2023 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.