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WealthShield Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-428
Closed -$28K – 658
2021
Q2 		$28K Buy
+428
New +$27.8K ﹤0.01% 595

Other funds holding SMMD

LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WealthShield Partners's SMMD Position: Q3 2021 in Review

WealthShield Partners sold out of iShares Russell 2500 ETF (SMMD) in Q3 2021, closing a stake of 428 shares — an estimated $28K sold.

WealthShield Partners first reported a position in SMMD in Q2 2021 and held it in 1 quarter. The position peaked at $28K in Q2 2021. 66 funds tracked by Wall St. Rank hold SMMD as of Q3 2021.

  • WealthShield Partners reported no remaining iShares Russell 2500 ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 428 iShares Russell 2500 ETF shares in Q3 2021, an estimated $28K.
  • WealthShield Partners first reported a position in iShares Russell 2500 ETF in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's iShares Russell 2500 ETF position peaked at $28K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.