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Wealth Alliance’s iShares Russell 2500 ETF SMMD Stock Holding History

Wealth Alliance’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
-3,855
Closed -$240K – 486
2022
Q1 		$240K Buy
+3,855
New +$237K 0.05% 381
2020
Q2 		– Sell
-7,770
Closed -$261K – 317
2020
Q1 		$261K Buy
+7,770
New +$340K 0.14% 181

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Wealth Alliance's SMMD Position: Q2 2022 in Review

Wealth Alliance sold out of iShares Russell 2500 ETF (SMMD) in Q2 2022, closing a stake of 3,855 shares — an estimated $240K sold.

Wealth Alliance first reported a position in SMMD in Q1 2020 and held it in 2 quarters. The position peaked at $261K in Q1 2020. 100 funds tracked by Wall St. Rank hold SMMD as of Q2 2022.

  • Wealth Alliance reported no remaining iShares Russell 2500 ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Alliance sold 3,855 iShares Russell 2500 ETF shares in Q2 2022, an estimated $240K.
  • Wealth Alliance first reported a position in iShares Russell 2500 ETF in Q1 2020 and held it in 2 quarters.
  • Wealth Alliance's iShares Russell 2500 ETF position peaked at $261K in Q1 2020.
  • 100 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2022.

Based on Wealth Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.