Advisory Resource Group’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $15.4M | Buy |
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|
2024
Q1 | $15.1M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $11.5M | Sell |
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|
2023
Q1 | $12M | Buy |
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|
2022
Q4 | $9.09M | Buy |
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|
2022
Q3 | $7.74M | Buy |
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|
2022
Q2 | $7.77M | Buy |
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|
2022
Q1 | $9.07M | Buy |
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|
2021
Q4 | $8.21M | Buy |
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|
2021
Q3 | $6.96M | Sell |
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|
2021
Q2 | $8.71M | Buy |
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|
2021
Q1 | $8.19M | Buy |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $792K | Buy |
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|
2020
Q2 | $700K | Sell |
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|
2020
Q1 | $828K | Sell |
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|
2019
Q4 | $9.06M | Buy |
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|
2019
Q3 | $218K | Buy |
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