Summary
iShares Russell 2500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RG Rafael Guijarro City National Bank Of Florida /MSD | 54,934 | $3.62M | $4.93M | $1.31M | 36.08% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 366 | $21,282.57 | $32,778.96 | $11,496.39 | 54.02% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 3,668 | $274,879.92 | $329,661.5 | $54,781.58 | 19.93% |
| YA Yinka Akinsola Blue Trust Inc. | 16,384 | $1.23M | $1.47M | $239,534.08 | 19.51% |
 Jeff Ameen Spire Wealth Management | 2,300 | $152,558.55 | $206,287 | $53,728.45 | 35.22% |
iShares Russell 2500 ETF (SMMD) FAQ
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iShares Russell 2500 ETF Profile
| BATS Exchange | US Country |
Overview
The company operates as an investment fund, primarily focusing on investing in the equities market, targeting the small- to mid-capitalization sector in the U.S. It closely follows an underlying index, guided by FTSE Russell's definitions, to measure performance within this specific market segment. To achieve its investment objectives, the fund commits at least 80% of its assets to securities that are part of or have similar economic characteristics to those in the underlying index. This strategic approach allows for a diversified portfolio within the defined cap-size range, aiming to mirror or exceed the performance of its benchmark.
Products and Services
- Component Securities Investments:
- Economically Identical Investments:
- Derivative Investments:
- Cash and Cash Equivalents:
Invests a significant portion of its assets in the securities that make up its underlying index, focusing on small- to mid-capitalization U.S. equities. This product aims to provide investors with exposure to a segment of the market typically characterized by higher growth potential, albeit with increased volatility compared to large-cap indices.
Engages in investments that, while not directly part of the underlying index, exhibit economic characteristics closely mirroring those of the index components. This allows for flexibility in investment choices and helps in closely tracking the index's performance.
Employs up to 20% of its assets in derivatives such as futures, options, and swap contracts. This strategy is intended to enhance the fund’s ability to hedge against market volatility, manage risk, or seek additional return on investment, complementing its primary equity investments.
Allocates a portion of assets to cash and safe, liquid cash equivalents. This not only provides liquidity to meet redemption requests and take advantage of new investment opportunities but also serves as a risk management tool amidst market uncertainties.
