SSWM
SMMD icon

Smith Salley Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Smith Salley Wealth Management’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
2021
Q2 		– Sell
-7,754
Closed -$488K – 253
2021
Q1 		$488K Sell
7,754
-467
-6% -$28.9K 0.04% 171
2020
Q4 		$467K Buy
+8,221
New +$422K 0.05% 159

Other funds holding SMMD

LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Smith Salley Wealth Management's SMMD Position: Q2 2021 in Review

Smith Salley Wealth Management sold out of iShares Russell 2500 ETF (SMMD) in Q2 2021, closing a stake of 7,754 shares — an estimated $488K sold.

Smith Salley Wealth Management first reported a position in SMMD in Q4 2020 and held it in 2 quarters. The position peaked at $488K in Q1 2021. 65 funds tracked by Wall St. Rank hold SMMD as of Q2 2021.

  • Smith Salley Wealth Management reported no remaining iShares Russell 2500 ETF position as of Q2 2021 after selling out during the quarter.
  • Smith Salley Wealth Management sold 7,754 iShares Russell 2500 ETF shares in Q2 2021, an estimated $488K.
  • Smith Salley Wealth Management first reported a position in iShares Russell 2500 ETF in Q4 2020 and held it in 2 quarters.
  • Smith Salley Wealth Management's iShares Russell 2500 ETF position peaked at $488K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2021.

Based on Smith Salley Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.