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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return