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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 $7.99B AUM 24.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $13.1B AUM 28.37% 1-Year Est. Return

Sargent Bickham Lagudis's SMMD Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of iShares Russell 2500 ETF (SMMD) in Q4 2022, closing a stake of 3,139 shares — an estimated $156K sold.

Sargent Bickham Lagudis first reported a position in SMMD in Q4 2020 and held it in 8 quarters. The position peaked at $1.09M in Q2 2021. 129 funds tracked by Wall St. Rank hold SMMD as of Q4 2022.

  • Sargent Bickham Lagudis reported no remaining iShares Russell 2500 ETF position as of Q4 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 3,139 iShares Russell 2500 ETF shares in Q4 2022, an estimated $156K.
  • Sargent Bickham Lagudis first reported a position in iShares Russell 2500 ETF in Q4 2020 and held it in 8 quarters.
  • Sargent Bickham Lagudis's iShares Russell 2500 ETF position peaked at $1.09M in Q2 2021.
  • 129 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.