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Vident Advisory’s iShares Russell 2500 ETF SMMD Stock Holding History

Vident Advisory’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
2023
Q4 		– Sell
-6,433
Closed -$351K – 1379
2023
Q3 		$351K Buy
+6,433
New +$370K 0.01% 829

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vident Advisory's SMMD Position: Q4 2023 in Review

Vident Advisory sold out of iShares Russell 2500 ETF (SMMD) in Q4 2023, closing a stake of 6,433 shares — an estimated $351K sold.

Vident Advisory first reported a position in SMMD in Q3 2023 and held it in 1 quarter. The position peaked at $351K in Q3 2023. 151 funds tracked by Wall St. Rank hold SMMD as of Q4 2023.

  • Vident Advisory reported no remaining iShares Russell 2500 ETF position as of Q4 2023 after selling out during the quarter.
  • Vident Advisory sold 6,433 iShares Russell 2500 ETF shares in Q4 2023, an estimated $351K.
  • Vident Advisory first reported a position in iShares Russell 2500 ETF in Q3 2023 and held it in 1 quarter.
  • Vident Advisory's iShares Russell 2500 ETF position peaked at $351K in Q3 2023.
  • 151 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2023.

Based on Vident Advisory's 13F filing for Q4 2023, filed 14 Feb 2024.