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

Prospera 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
2022
Q2 		– Sell
-456
Closed -$28K – 2464
2022
Q1 		$28K Buy
+456
New +$28.1K ﹤0.01% 1614

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BC
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Commonwealth Equity Services
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Prospera Financial Services's SMMD Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Russell 2500 ETF (SMMD) in Q2 2022, closing a stake of 456 shares — an estimated $28K sold.

Prospera Financial Services first reported a position in SMMD in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 100 funds tracked by Wall St. Rank hold SMMD as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Russell 2500 ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 456 iShares Russell 2500 ETF shares in Q2 2022, an estimated $28K.
  • Prospera Financial Services first reported a position in iShares Russell 2500 ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's iShares Russell 2500 ETF position peaked at $28K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.