SIA
SMMD icon

Schechter Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Schechter Investment 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
2023
Q4 		– Sell
-5,000
Closed -$273K – 677
2023
Q3 		$273K Buy
+5,000
New +$288K 0.03% 474

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's SMMD Position: Q4 2023 in Review

Schechter Investment Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q4 2023, closing a stake of 5,000 shares — an estimated $273K sold.

Schechter Investment Advisors first reported a position in SMMD in Q3 2023 and held it in 1 quarter. The position peaked at $273K in Q3 2023. 151 funds tracked by Wall St. Rank hold SMMD as of Q4 2023.

  • Schechter Investment Advisors reported no remaining iShares Russell 2500 ETF position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 5,000 iShares Russell 2500 ETF shares in Q4 2023, an estimated $273K.
  • Schechter Investment Advisors first reported a position in iShares Russell 2500 ETF in Q3 2023 and held it in 1 quarter.
  • Schechter Investment Advisors's iShares Russell 2500 ETF position peaked at $273K in Q3 2023.
  • 151 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.