MYCIO Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
– Sell
-193
Closed -$9K – 335
2019
Q4
$9K Hold
193
– – ﹤0.01% 456
2019
Q3
$9K Hold
193
– – ﹤0.01% 432
2019
Q2
$9K Buy
+193
New +$8.6K ﹤0.01% 387

Other funds holding SMMD

MYCIO Wealth Partners's SMMD Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q1 2020, closing a stake of 193 shares — an estimated $9K sold.

MYCIO Wealth Partners first reported a position in SMMD in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 33 funds tracked by Wall St. Rank hold SMMD as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 193 iShares Russell 2500 ETF shares in Q1 2020, an estimated $9K.
  • MYCIO Wealth Partners first reported a position in iShares Russell 2500 ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's iShares Russell 2500 ETF position peaked at $9K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.