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Raymond James Financial Services Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$2.12M Buy
31,292
+12,517
+67% +$817K ﹤0.01% 1699
2024
Q2 		$1.18M Buy
18,775
+11,754
+167% +$739K ﹤0.01% 1991
2024
Q1 		$461K Buy
7,021
+505
+8% +$31.2K ﹤0.01% 2581
2023
Q4 		$401K Buy
6,516
+1,097
+20% +$60.8K ﹤0.01% 2551
2023
Q3 		$295K Sell
5,419
-3,703
-41% -$213K ﹤0.01% 2669
2023
Q2 		$524K Buy
9,122
+854
+10% +$46.7K ﹤0.01% 2325
2023
Q1 		$453K Buy
8,268
+712
+9% +$40K ﹤0.01% 2397
2022
Q4 		$402K Buy
7,556
+301
+4% +$16.2K ﹤0.01% 2385
2022
Q3 		$361K Sell
7,255
-6,558
-47% -$362K ﹤0.01% 2465
2022
Q2 		$713K Sell
13,813
-1,855
-12% -$105K ﹤0.01% 2049
2022
Q1 		$977K Buy
15,668
+11,858
+311% +$730K ﹤0.01% 1963
2021
Q4 		$253K Sell
3,810
-92
-2% -$6.12K ﹤0.01% 2821
2021
Q3 		$251K Buy
+3,902
New +$254K ﹤0.01% 2816

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Raymond James Financial Services Advisors's SMMD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Russell 2500 ETF (SMMD) stake by 67% in Q3 2024, buying an estimated $817K and bringing the position to 31,292 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Raymond James Financial Services Advisors first reported a position in SMMD in Q3 2021 and has held it in 13 quarters since. 174 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

  • Raymond James Financial Services Advisors held 31,292 shares of iShares Russell 2500 ETF worth $2.12M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 12,517 iShares Russell 2500 ETF shares in Q3 2024, an estimated $817K.
  • iShares Russell 2500 ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1699 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Russell 2500 ETF in Q3 2021 and has held it in 13 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.