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Sargent Bickham Lagudis’s iShares Russell 2500 ETF SMMD Stock Holding History

Sargent Bickham Lagudis’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
Q4 		– Sell
-3,139
Closed -$156K – 1089
2022
Q3 		$156K Hold
3,139
– – 0.01% 265
2022
Q2 		$162K Hold
3,139
– – 0.01% 272
2022
Q1 		$196K Hold
3,139
– – 0.02% 251
2021
Q4 		$208K Hold
3,139
– – 0.02% 242
2021
Q3 		$202K Sell
3,139
-13,329
-81% -$869K 0.02% 245
2021
Q2 		$1.09M Buy
16,468
+7,628
+86% +$496K 0.09% 125
2021
Q1 		$556K Hold
8,840
– – 0.05% 152
2020
Q4 		$502K Buy
+8,840
New +$454K 0.05% 161

Other funds holding SMMD

HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return