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Wealthspire Advisors (Maryland)’s iShares Russell 2500 ETF SMMD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,475
Closed -$65K – 1765
2019
Q1 		$65K Buy
1,475
+5
+0.3% +$215 ﹤0.01% 796
2018
Q4 		$56K Buy
1,470
+69
+5% +$2.94K 0.01% 813
2018
Q3 		$67K Hold
1,401
– – 0.01% 858
2018
Q2 		$65K Hold
1,401
– – 0.01% 886
2018
Q1 		$60K Buy
+1,401
New +$61.6K 0.01% 910

Other funds holding SMMD

OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SMMD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Russell 2500 ETF (SMMD) in Q2 2019, closing a stake of 1,475 shares — an estimated $65K sold.

Wealthspire Advisors (Maryland) first reported a position in SMMD in Q1 2018 and held it in 5 quarters. The position peaked at $67K in Q3 2018. 20 funds tracked by Wall St. Rank hold SMMD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Russell 2500 ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,475 iShares Russell 2500 ETF shares in Q2 2019, an estimated $65K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 2500 ETF in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Russell 2500 ETF position peaked at $67K in Q3 2018.
  • 20 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.