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Sowell Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Sowell Financial Services’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
-62
Closed -$4K – 2375
2021
Q1 		$4K Buy
+62
New +$3.83K ﹤0.01% 2684

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BCI
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EWF
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S
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LFGH
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ARG
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Sowell Financial Services's SMMD Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Russell 2500 ETF (SMMD) in Q2 2021, closing a stake of 62 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in SMMD in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 66 funds tracked by Wall St. Rank hold SMMD as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Russell 2500 ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 62 iShares Russell 2500 ETF shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in iShares Russell 2500 ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's iShares Russell 2500 ETF position peaked at $4K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.