COLDSTREAM CAPITAL MANAGEMENT INC SMMD Holdings History
COLDSTREAM CAPITAL MANAGEMENT INC's iShares Russell 2500 ETF Holding Summary
As of 2025-03-31, COLDSTREAM CAPITAL MANAGEMENT INC held 1.21 Mil shares of iShares Russell 2500 ETF(SMMD), totaling $75.60 Mil. This investment constitutes 1.61% of their stock portfolio, and COLDSTREAM CAPITAL MANAGEMENT INC now holds 5.45% of the outstanding iShares Russell 2500 ETF(SMMD) stock.
The initial trade took place in 2022Q1. And since then COLDSTREAM CAPITAL MANAGEMENT INC has made 9 purchases of SMMD, at an average price of $59.38, for a total of 2.16 Mil shares. In addition, there have been 3 sales at an average price of $65.46 for 953,690.00 shares. Based on historical transaction data and SMMD's current price of $69.93, COLDSTREAM CAPITAL MANAGEMENT INC's estimated gain on his SMMD holdings is $18.56 Mil, reflecting a 14.46% gain to date.
COLDSTREAM CAPITAL MANAGEMENT INC SMMD ($69.93) Holding Chart
COLDSTREAM CAPITAL MANAGEMENT INC SMMD ($69.93) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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