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Sigma Planning Corp’s iShares Russell 2500 ETF SMMD Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-9,469
Closed -$629K – 1484
2021
Q4 		$629K Buy
9,469
+2,962
+46% +$197K 0.02% 746
2021
Q3 		$418K Buy
6,507
+5
+0.1% +$326 0.01% 900
2021
Q2 		$431K Buy
+6,502
New +$423K 0.01% 898

Other funds holding SMMD

HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Sigma Planning Corp's SMMD Position: Q1 2022 in Review

Sigma Planning Corp sold out of iShares Russell 2500 ETF (SMMD) in Q1 2022, closing a stake of 9,469 shares — an estimated $629K sold.

Sigma Planning Corp first reported a position in SMMD in Q2 2021 and held it in 3 quarters. The position peaked at $629K in Q4 2021. 97 funds tracked by Wall St. Rank hold SMMD as of Q1 2022.

  • Sigma Planning Corp reported no remaining iShares Russell 2500 ETF position as of Q1 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 9,469 iShares Russell 2500 ETF shares in Q1 2022, an estimated $629K.
  • Sigma Planning Corp first reported a position in iShares Russell 2500 ETF in Q2 2021 and held it in 3 quarters.
  • Sigma Planning Corp's iShares Russell 2500 ETF position peaked at $629K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.