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O'Brien Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

O'Brien Wealth 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
2020
Q2 		– Sell
-62,389
Closed -$2M – 33
2020
Q1 		$2M Sell
62,389
-9,867
-14% -$432K 1.12% 8
2019
Q4 		$3.47M Sell
72,256
-1,309
-2% -$60.4K 2.48% 6
2019
Q3 		$3.28M Sell
73,565
-863
-1% -$38.7K 2.57% 5
2019
Q2 		$3.4M Sell
74,428
-6,663
-8% -$297K 2.49% 6
2019
Q1 		$3.58M Sell
81,091
-5,786
-7% -$248K 2.53% 6
2018
Q4 		$3.57M Buy
+86,877
New +$3.7M 2.44% 7

Other funds holding SMMD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Brien Wealth Partners's SMMD Position: Q2 2020 in Review

O'Brien Wealth Partners sold out of iShares Russell 2500 ETF (SMMD) in Q2 2020, closing a stake of 62,389 shares — an estimated $2M sold.

O'Brien Wealth Partners first reported a position in SMMD in Q4 2018 and held it in 6 quarters. The position peaked at $3.58M in Q1 2019. 29 funds tracked by Wall St. Rank hold SMMD as of Q2 2020.

  • O'Brien Wealth Partners reported no remaining iShares Russell 2500 ETF position as of Q2 2020 after selling out during the quarter.
  • O'Brien Wealth Partners sold 62,389 iShares Russell 2500 ETF shares in Q2 2020, an estimated $2M.
  • O'Brien Wealth Partners first reported a position in iShares Russell 2500 ETF in Q4 2018 and held it in 6 quarters.
  • O'Brien Wealth Partners's iShares Russell 2500 ETF position peaked at $3.58M in Q1 2019.
  • 29 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2020.

Based on O'Brien Wealth Partners's 13F filing for Q2 2020, filed 10 Jul 2020.