OFS
SMMD icon

OneAscent Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History

OneAscent Financial Services’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
Q4 		– Sell
-6,424
Closed -$288K – 176
2020
Q3 		$288K Hold
6,424
– – 0.15% 147
2020
Q2 		$273K Buy
6,424
+178
+3% +$6.96K 0.18% 125
2020
Q1 		$210K Buy
+6,246
New +$273K 0.16% 128

Other funds holding SMMD

EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OneAscent Financial Services's SMMD Position: Q4 2020 in Review

OneAscent Financial Services sold out of iShares Russell 2500 ETF (SMMD) in Q4 2020, closing a stake of 6,424 shares — an estimated $288K sold.

OneAscent Financial Services first reported a position in SMMD in Q1 2020 and held it in 3 quarters. The position peaked at $288K in Q3 2020. 45 funds tracked by Wall St. Rank hold SMMD as of Q4 2020.

  • OneAscent Financial Services reported no remaining iShares Russell 2500 ETF position as of Q4 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 6,424 iShares Russell 2500 ETF shares in Q4 2020, an estimated $288K.
  • OneAscent Financial Services first reported a position in iShares Russell 2500 ETF in Q1 2020 and held it in 3 quarters.
  • OneAscent Financial Services's iShares Russell 2500 ETF position peaked at $288K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2020.

Based on OneAscent Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.