Advyzon Investment Management’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
$489K Hold
7,210
0.11% 184
2025
Q1
$451K Sell
7,210
-5,907
-45% -$369K 0.16% 123
2024
Q4
$892K Buy
+13,117
New +$892K 0.34% 54