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Stevard LLC’s iShares Russell 2500 ETF SMMD Stock Holding History

Stevard LLC’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
Q1 		– Sell
-110,469
Closed -$6.27M – 65
2020
Q4 		$6.27M Sell
110,469
-5,695
-5% -$293K 2.12% 9
2020
Q3 		$5.2M Buy
116,164
+77,792
+203% +$3.48M 2.17% 6
2020
Q2 		$1.63M Sell
38,372
-4,140
-10% -$162K 0.83% 20
2020
Q1 		$1.43M Sell
42,512
-855
-2% -$37.4K 0.92% 18
2019
Q4 		$2.09M Buy
+43,367
New +$2M 1.31% 12

Other funds holding SMMD

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWF
Epstein & White Financial San Diego, California $379M AUM 31.08% 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 $91.6B AUM 29.2% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Stevard LLC's SMMD Position: Q1 2021 in Review

Stevard LLC sold out of iShares Russell 2500 ETF (SMMD) in Q1 2021, closing a stake of 110,469 shares — an estimated $6.27M sold.

Stevard LLC first reported a position in SMMD in Q4 2019 and held it in 5 quarters. The position peaked at $6.27M in Q4 2020. 66 funds tracked by Wall St. Rank hold SMMD as of Q1 2021.

  • Stevard LLC reported no remaining iShares Russell 2500 ETF position as of Q1 2021 after selling out during the quarter.
  • Stevard LLC sold 110,469 iShares Russell 2500 ETF shares in Q1 2021, an estimated $6.27M.
  • Stevard LLC first reported a position in iShares Russell 2500 ETF in Q4 2019 and held it in 5 quarters.
  • Stevard LLC's iShares Russell 2500 ETF position peaked at $6.27M in Q4 2020.
  • 66 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2021.

Based on Stevard LLC's 13F filing for Q1 2021, filed 13 Aug 2021.