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Patriot Investment Management Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Patriot Investment Management Group’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
Q1 		– Sell
-485
Closed -$28.1K – 365
2022
Q4 		$28.1K Buy
+485
New +$26K ﹤0.01% 322

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Patriot Investment Management Group's SMMD Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Russell 2500 ETF (SMMD) in Q1 2023, closing a stake of 485 shares — an estimated $28.1K sold.

Patriot Investment Management Group first reported a position in SMMD in Q4 2022 and held it in 1 quarter. The position peaked at $28.1K in Q4 2022. 120 funds tracked by Wall St. Rank hold SMMD as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Russell 2500 ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 485 iShares Russell 2500 ETF shares in Q1 2023, an estimated $28.1K.
  • Patriot Investment Management Group first reported a position in iShares Russell 2500 ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares Russell 2500 ETF position peaked at $28.1K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.