Brio Consultants LLC Has $8.19 Million Position in iShares Russell 2500 ETF $SMMD

Brio Consultants LLC lowered its holdings in shares of iShares Russell 2500 ETF (BATS:SMMD) by 23.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,281 shares of the company’s stock after selling 32,943 shares during the quarter. iShares Russell 2500 ETF accounts for about 1.1% of Brio Consultants LLC’s portfolio, making the stock its 23rd biggest position. Brio Consultants LLC’s holdings in iShares Russell 2500 ETF were worth $8,190,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Pure Financial Advisors LLC raised its position in shares of iShares Russell 2500 ETF by 145.8% during the fourth quarter. Pure Financial Advisors LLC now owns 37,344 shares of the company’s stock worth $2,799,000 after purchasing an additional 22,153 shares during the period. Altman Advisors Inc. raised its position in shares of iShares Russell 2500 ETF by 1.4% during the fourth quarter. Altman Advisors Inc. now owns 24,092 shares of the company’s stock worth $1,805,000 after purchasing an additional 342 shares during the period. Diversify Wealth Management LLC raised its position in shares of iShares Russell 2500 ETF by 333.4% during the fourth quarter. Diversify Wealth Management LLC now owns 14,880 shares of the company’s stock worth $1,179,000 after purchasing an additional 11,447 shares during the period. Retirement Planning Group LLC raised its position in shares of iShares Russell 2500 ETF by 3.3% during the fourth quarter. Retirement Planning Group LLC now owns 44,911 shares of the company’s stock worth $3,366,000 after purchasing an additional 1,449 shares during the period. Finally, Truist Financial Corp raised its position in shares of iShares Russell 2500 ETF by 13.0% during the fourth quarter. Truist Financial Corp now owns 224,487 shares of the company’s stock worth $16,823,000 after purchasing an additional 25,873 shares during the period.

iShares Russell 2500 ETF Price Performance

BATS SMMD opened at $86.74 on Monday. The firm has a market cap of $1.86 billion, a P/E ratio of 19.95 and a beta of 1.09. The stock’s 50-day moving average is $79.93 and its 200-day moving average is $77.87. iShares Russell 2500 ETF has a one year low of $63.22 and a one year high of $87.39.

iShares Russell 2500 ETF Company Profile

The iShares Russell 2500 ETF (SMMD) is an exchange-traded fund that is based on the Russell 2500 index, a market-cap-weighted index of US companies ranked 501-3,000 by market cap. SMMD was launched on Jul 6, 2017 and is managed by BlackRock.