MTIC
SMMD icon

Missouri Trust & Investment Company’s iShares Russell 2500 ETF SMMD Stock Holding History

Missouri Trust & Investment Company’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
-12
Closed -$787 – 413
2024
Q1 		$787 Buy
+12
New +$742 ﹤0.01% 381

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

Missouri Trust & Investment Company's SMMD Position: Q2 2024 in Review

Missouri Trust & Investment Company sold out of iShares Russell 2500 ETF (SMMD) in Q2 2024, closing a stake of 12 shares — an estimated $787 sold.

Missouri Trust & Investment Company first reported a position in SMMD in Q1 2024 and held it in 1 quarter. The position peaked at $787 in Q1 2024. 165 funds tracked by Wall St. Rank hold SMMD as of Q2 2024.

  • Missouri Trust & Investment Company reported no remaining iShares Russell 2500 ETF position as of Q2 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 12 iShares Russell 2500 ETF shares in Q2 2024, an estimated $787.
  • Missouri Trust & Investment Company first reported a position in iShares Russell 2500 ETF in Q1 2024 and held it in 1 quarter.
  • Missouri Trust & Investment Company's iShares Russell 2500 ETF position peaked at $787 in Q1 2024.
  • 165 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2024, filed 14 Aug 2024.