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Mount Yale Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Mount Yale Investment Advisors’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
2022
Q3 		– Sell
-6,624
Closed -$342K – 475
2022
Q2 		$342K Buy
+6,624
New +$375K 0.04% 328

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W
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Truist Financial
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WANY
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BCI
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Mount Yale Investment Advisors's SMMD Position: Q3 2022 in Review

Mount Yale Investment Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q3 2022, closing a stake of 6,624 shares — an estimated $342K sold.

Mount Yale Investment Advisors first reported a position in SMMD in Q2 2022 and held it in 1 quarter. The position peaked at $342K in Q2 2022. 101 funds tracked by Wall St. Rank hold SMMD as of Q3 2022.

  • Mount Yale Investment Advisors reported no remaining iShares Russell 2500 ETF position as of Q3 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,624 iShares Russell 2500 ETF shares in Q3 2022, an estimated $342K.
  • Mount Yale Investment Advisors first reported a position in iShares Russell 2500 ETF in Q2 2022 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares Russell 2500 ETF position peaked at $342K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.