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Retirement Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Retirement 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
2022
Q2 		– Sell
-365
Closed -$23K – 809
2022
Q1 		$23K Hold
365
– – 0.01% 319
2021
Q4 		$24K Buy
365
+150
+70% +$9.98K 0.01% 308
2021
Q3 		$14K Hold
215
– – 0.01% 355
2021
Q2 		$14K Buy
215
+50
+30% +$3.25K 0.01% 373
2021
Q1 		$10K Buy
+165
New +$10.2K ﹤0.01% 471

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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

Retirement Group's SMMD Position: Q2 2022 in Review

Retirement Group sold out of iShares Russell 2500 ETF (SMMD) in Q2 2022, closing a stake of 365 shares — an estimated $23K sold.

Retirement Group first reported a position in SMMD in Q1 2021 and held it in 5 quarters. The position peaked at $24K in Q4 2021. 100 funds tracked by Wall St. Rank hold SMMD as of Q2 2022.

  • Retirement Group reported no remaining iShares Russell 2500 ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Group sold 365 iShares Russell 2500 ETF shares in Q2 2022, an estimated $23K.
  • Retirement Group first reported a position in iShares Russell 2500 ETF in Q1 2021 and held it in 5 quarters.
  • Retirement Group's iShares Russell 2500 ETF position peaked at $24K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2022.

Based on Retirement Group's 13F filing for Q2 2022, filed 4 Aug 2022.