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Mutual Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Mutual 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
2023
Q4 		– Sell
-3,810
Closed -$208K – 1067
2023
Q3 		$208K Sell
3,810
-720
-16% -$41.5K 0.01% 910
2023
Q2 		$260K Hold
4,530
– – 0.01% 854
2023
Q1 		$248K Sell
4,530
-5,109
-53% -$287K 0.01% 837
2022
Q4 		$512K Buy
9,639
+4,958
+106% +$266K 0.02% 581
2022
Q3 		$233K Buy
+4,681
New +$258K 0.01% 785

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual Advisors's SMMD Position: Q4 2023 in Review

Mutual Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q4 2023, closing a stake of 3,810 shares — an estimated $208K sold.

Mutual Advisors first reported a position in SMMD in Q3 2022 and held it in 5 quarters. The position peaked at $512K in Q4 2022. 152 funds tracked by Wall St. Rank hold SMMD as of Q4 2023.

  • Mutual Advisors reported no remaining iShares Russell 2500 ETF position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 3,810 iShares Russell 2500 ETF shares in Q4 2023, an estimated $208K.
  • Mutual Advisors first reported a position in iShares Russell 2500 ETF in Q3 2022 and held it in 5 quarters.
  • Mutual Advisors's iShares Russell 2500 ETF position peaked at $512K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.