SS
SMMD icon

Simplicity Solutions’s iShares Russell 2500 ETF SMMD Stock Holding History

Simplicity Solutions’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 		$721K Buy
11,713
+1,445
+14% +$80.1K 0.02% 541
2023
Q3 		$560K Buy
10,268
+6,488
+172% +$374K 0.02% 570
2023
Q2 		$217K Buy
+3,780
New +$207K 0.01% 942

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

Simplicity Solutions's SMMD Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Russell 2500 ETF (SMMD) stake by 14% in Q4 2023, buying an estimated $80.1K and bringing the position to 11,713 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #541.

Simplicity Solutions first reported a position in SMMD in Q2 2023 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold SMMD as of Q4 2023.

  • Simplicity Solutions held 11,713 shares of iShares Russell 2500 ETF worth $721K as of Q4 2023.
  • Simplicity Solutions bought 1,445 iShares Russell 2500 ETF shares in Q4 2023, an estimated $80.1K.
  • iShares Russell 2500 ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #541 holding.
  • Simplicity Solutions first reported a position in iShares Russell 2500 ETF in Q2 2023 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.