Next Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Next Financial Group’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
2021 Q4	$33K	Buy	+500	New	+$33.3K	﹤0.01%	1678

Other funds holding SMMD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Next Financial Group's SMMD Position: Q4 2021 in Review

Next Financial Group opened a new position in iShares Russell 2500 ETF (SMMD) in Q4 2021: 500 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings.

89 funds tracked by Wall St. Rank hold SMMD as of Q4 2021.

Next Financial Group held 500 shares of iShares Russell 2500 ETF worth $33K as of Q4 2021.
iShares Russell 2500 ETF was a new Next Financial Group position in Q4 2021.
iShares Russell 2500 ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1678 holding.
89 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.