NP
SMMD icon

NorthRock Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

NorthRock Partners’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
2024
Q3 		– Sell
-417
Closed -$26.1K – 864
2024
Q2 		$26.1K Buy
+417
New +$26.2K ﹤0.01% 706

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

NorthRock Partners's SMMD Position: Q3 2024 in Review

NorthRock Partners sold out of iShares Russell 2500 ETF (SMMD) in Q3 2024, closing a stake of 417 shares — an estimated $26.1K sold.

NorthRock Partners first reported a position in SMMD in Q2 2024 and held it in 1 quarter. The position peaked at $26.1K in Q2 2024. 173 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

  • NorthRock Partners reported no remaining iShares Russell 2500 ETF position as of Q3 2024 after selling out during the quarter.
  • NorthRock Partners sold 417 iShares Russell 2500 ETF shares in Q3 2024, an estimated $26.1K.
  • NorthRock Partners first reported a position in iShares Russell 2500 ETF in Q2 2024 and held it in 1 quarter.
  • NorthRock Partners's iShares Russell 2500 ETF position peaked at $26.1K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on NorthRock Partners's 13F filing for Q3 2024, filed 30 Oct 2024.