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Windsor Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Windsor Advisory Group’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
2024
Q1 		– Sell
-6,382
Closed -$393K – 57
2023
Q4 		$393K Buy
+6,382
New +$354K 1.17% 27

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Windsor Advisory Group's SMMD Position: Q1 2024 in Review

Windsor Advisory Group sold out of iShares Russell 2500 ETF (SMMD) in Q1 2024, closing a stake of 6,382 shares — an estimated $393K sold.

Windsor Advisory Group first reported a position in SMMD in Q4 2023 and held it in 1 quarter. The position peaked at $393K in Q4 2023. 154 funds tracked by Wall St. Rank hold SMMD as of Q1 2024.

  • Windsor Advisory Group reported no remaining iShares Russell 2500 ETF position as of Q1 2024 after selling out during the quarter.
  • Windsor Advisory Group sold 6,382 iShares Russell 2500 ETF shares in Q1 2024, an estimated $393K.
  • Windsor Advisory Group first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 1 quarter.
  • Windsor Advisory Group's iShares Russell 2500 ETF position peaked at $393K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2024.

Based on Windsor Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.