MCC
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Money Concepts Capital’s iShares Russell 2500 ETF SMMD Stock Holding History

Money Concepts Capital’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
-614
Closed -$32.6K – 2524
2022
Q4 		$32.6K Buy
614
+378
+160% +$20.3K ﹤0.01% 1424
2022
Q3 		$12K Hold
236
– – ﹤0.01% 1027
2022
Q2 		$12K Sell
236
-604
-72% -$34.2K ﹤0.01% 998
2022
Q1 		$52K Buy
+840
New +$51.7K ﹤0.01% 1224

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Envestnet Asset Management
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WANY
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BC
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $82.4B AUM 19.69% 1-Year Est. Return