TWM
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TMD Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

TMD Wealth Management’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
-3,223
Closed -$201K – 47
2022
Q1 		$201K Buy
3,223
+29
+0.9% +$1.78K 0.08% 45
2021
Q4 		$212K Buy
3,194
+52
+2% +$3.46K 0.08% 47
2021
Q3 		$202K Buy
+3,142
New +$205K 0.08% 42

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
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

TMD Wealth Management's SMMD Position: Q2 2022 in Review

TMD Wealth Management sold out of iShares Russell 2500 ETF (SMMD) in Q2 2022, closing a stake of 3,223 shares — an estimated $201K sold.

TMD Wealth Management first reported a position in SMMD in Q3 2021 and held it in 3 quarters. The position peaked at $212K in Q4 2021. 100 funds tracked by Wall St. Rank hold SMMD as of Q2 2022.

  • TMD Wealth Management reported no remaining iShares Russell 2500 ETF position as of Q2 2022 after selling out during the quarter.
  • TMD Wealth Management sold 3,223 iShares Russell 2500 ETF shares in Q2 2022, an estimated $201K.
  • TMD Wealth Management first reported a position in iShares Russell 2500 ETF in Q3 2021 and held it in 3 quarters.
  • TMD Wealth Management's iShares Russell 2500 ETF position peaked at $212K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2022.

Based on TMD Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.