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Wipfli Financial Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Wipfli Financial Advisors’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
Q3 		$100K Buy
+2,001
New +$110K 0.01% 725

Other funds holding SMMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Wipfli Financial Advisors's SMMD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Russell 2500 ETF (SMMD) in Q3 2022: 2,001 shares worth $100K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings.

101 funds tracked by Wall St. Rank hold SMMD as of Q3 2022.

  • Wipfli Financial Advisors held 2,001 shares of iShares Russell 2500 ETF worth $100K as of Q3 2022.
  • iShares Russell 2500 ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • iShares Russell 2500 ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #725 holding.
  • 101 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.