1620 Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$296K	Buy	4,361 +350	+9%	+$23.7K	0.21%	124
2025 Q1	$251K	Buy	4,011 +284	+8%	+$17.8K	0.19%	136
2024 Q4	$253K	Buy	3,727 +1,300	+54%	+$88.4K	0.19%	136
2024 Q3	$164K	Buy	2,427 +89	+4%	+$6.03K	0.12%	171
2024 Q2	$146K	Buy	+2,338	New	+$146K	0.11%	180