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Patriot Financial Group Insurance Agency’s iShares Russell 2500 ETF SMMD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-575
Closed -$30K – 1721
2022
Q2 		$30K Buy
575
+2
+0.3% +$113 0.01% 894
2022
Q1 		$36K Buy
+573
New +$35.3K 0.01% 885

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Patriot Financial Group Insurance Agency's SMMD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Russell 2500 ETF (SMMD) in Q3 2022, closing a stake of 575 shares — an estimated $30K sold.

Patriot Financial Group Insurance Agency first reported a position in SMMD in Q1 2022 and held it in 2 quarters. The position peaked at $36K in Q1 2022. 101 funds tracked by Wall St. Rank hold SMMD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Russell 2500 ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 575 iShares Russell 2500 ETF shares in Q3 2022, an estimated $30K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell 2500 ETF in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's iShares Russell 2500 ETF position peaked at $36K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.