MOS
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MGO One Seven’s iShares Russell 2500 ETF SMMD Stock Holding History

MGO One Seven’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
Q2 		– Sell
-5,313
Closed -$291K – 890
2023
Q1 		$291K Buy
+5,313
New +$298K 0.02% 679

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

MGO One Seven's SMMD Position: Q2 2023 in Review

MGO One Seven sold out of iShares Russell 2500 ETF (SMMD) in Q2 2023, closing a stake of 5,313 shares — an estimated $291K sold.

MGO One Seven first reported a position in SMMD in Q1 2023 and held it in 1 quarter. The position peaked at $291K in Q1 2023. 122 funds tracked by Wall St. Rank hold SMMD as of Q2 2023.

  • MGO One Seven reported no remaining iShares Russell 2500 ETF position as of Q2 2023 after selling out during the quarter.
  • MGO One Seven sold 5,313 iShares Russell 2500 ETF shares in Q2 2023, an estimated $291K.
  • MGO One Seven first reported a position in iShares Russell 2500 ETF in Q1 2023 and held it in 1 quarter.
  • MGO One Seven's iShares Russell 2500 ETF position peaked at $291K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2023.

Based on MGO One Seven's 13F filing for Q2 2023, filed 11 Aug 2023.