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Spearhead Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Spearhead Capital Advisors’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
Q3 		$341K Hold
6,849
– – 0.37% 79
2022
Q2 		$354K Hold
6,849
– – 0.05% 104
2022
Q1 		$427K Buy
+6,849
New +$421K 0.05% 97

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Spearhead Capital Advisors's SMMD Position: Q3 2022 in Review

Spearhead Capital Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2022 at 6,849 shares worth $341K. The position accounts for 0.37% of the portfolio, ranked #79.

Spearhead Capital Advisors first reported a position in SMMD in Q1 2022 and has held it in 3 quarters since. The position peaked at $427K in Q1 2022. 101 funds tracked by Wall St. Rank hold SMMD as of Q3 2022.

  • Spearhead Capital Advisors held 6,849 shares of iShares Russell 2500 ETF worth $341K as of Q3 2022.
  • Spearhead Capital Advisors left its iShares Russell 2500 ETF share count unchanged in Q3 2022.
  • iShares Russell 2500 ETF made up 0.37% of Spearhead Capital Advisors's portfolio in Q3 2022, its #79 holding.
  • Spearhead Capital Advisors first reported a position in iShares Russell 2500 ETF in Q1 2022 and has held it in 3 quarters since.
  • Spearhead Capital Advisors's iShares Russell 2500 ETF position peaked at $427K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.