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Southland Equity Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Southland Equity Partners’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
Q2 		– Sell
-3,434
Closed -$214K – 177
2022
Q1 		$214K Hold
3,434
– – 0.09% 164
2021
Q4 		$228K Hold
3,434
– – 0.09% 154
2021
Q3 		$220K Hold
3,434
– – 0.1% 151
2021
Q2 		$227K Hold
3,434
– – 0.11% 144
2021
Q1 		$216K Buy
+3,434
New +$212K 0.12% 140

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Truist Financial
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BC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Southland Equity Partners's SMMD Position: Q2 2022 in Review

Southland Equity Partners sold out of iShares Russell 2500 ETF (SMMD) in Q2 2022, closing a stake of 3,434 shares — an estimated $214K sold.

Southland Equity Partners first reported a position in SMMD in Q1 2021 and held it in 5 quarters. The position peaked at $228K in Q4 2021. 100 funds tracked by Wall St. Rank hold SMMD as of Q2 2022.

  • Southland Equity Partners reported no remaining iShares Russell 2500 ETF position as of Q2 2022 after selling out during the quarter.
  • Southland Equity Partners sold 3,434 iShares Russell 2500 ETF shares in Q2 2022, an estimated $214K.
  • Southland Equity Partners first reported a position in iShares Russell 2500 ETF in Q1 2021 and held it in 5 quarters.
  • Southland Equity Partners's iShares Russell 2500 ETF position peaked at $228K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2022.

Based on Southland Equity Partners's 13F filing for Q2 2022, filed 2 Jan 2024.