OWA
SMMD icon

One Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

One Wealth 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
-3,719
Closed -$203K – 236
2023
Q3 		$203K Sell
3,719
-4,274
-53% -$246K 0.05% 183
2023
Q2 		$459K Sell
7,993
-81
-1% -$4.43K 0.1% 113
2023
Q1 		$443K Sell
8,074
-1,282
-14% -$72K 0.1% 108
2022
Q4 		$497K Sell
9,356
-1,111
-11% -$59.7K 0.11% 97
2022
Q3 		$521K Sell
10,467
-2,055
-16% -$113K 0.17% 75
2022
Q2 		$646K Buy
12,522
+3,463
+38% +$196K 0.17% 74
2022
Q1 		$565K Buy
+9,059
New +$557K 0.14% 82

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $1.37T AUM 24.88% 1-Year Est. Return