Altman 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 | $322K | Buy |
22,279
+1,119
| +5% | +$16.2K | 0.13% | 89 |
|
|
2025
Q1 | $305K | Sell |
21,160
-1,406
| -6% | -$20.3K | 0.14% | 89 |
|
|
2024
Q4 | $336K | Buy |
22,566
+17,711
| +365% | +$264K | 0.14% | 93 |
|
|
2024
Q3 | $329K | Buy |
+4,855
| New | +$329K | 0.15% | 91 |
|
|
2024
Q2 | – | Sell |
-4,619
| Closed | -$300K | – | 91 |
|
|
2024
Q1 | $300K | Buy |
4,619
+55
| +1% | +$3.57K | 0.15% | 93 |
|
|
2023
Q4 | $281K | Sell |
4,564
-111
| -2% | -$6.83K | 0.15% | 96 |
|
|
2023
Q3 | $255K | Buy |
+4,675
| New | +$255K | 0.16% | 91 |
|
|
2023
Q1 | – | Sell |
-3,987
| Closed | -$222K | – | 95 |
|
|
2022
Q4 | $222K | Buy |
+3,987
| New | +$222K | 0.14% | 86 |
|