AWM
Apollon Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Hold |
12,530
| – | – | 0.02% | 601 |
|
|
2025
Q1 | $784K | Hold |
12,530
| – | – | 0.02% | 589 |
|
|
2024
Q4 | $852K | Buy |
12,530
+110
| +0.9% | +$7.48K | 0.02% | 567 |
|
|
2024
Q3 | $841K | Hold |
12,420
| – | – | 0.02% | 537 |
|
|
2024
Q2 | $777K | Hold |
12,420
| – | – | 0.02% | 544 |
|
|
2024
Q1 | $815K | Hold |
12,420
| – | – | 0.03% | 529 |
|
|
2023
Q4 | $765K | Hold |
12,420
| – | – | 0.03% | 538 |
|
|
2023
Q3 | $677K | Hold |
12,420
| – | – | 0.03% | 469 |
|
|
2023
Q2 | $714K | Hold |
12,420
| – | – | 0.03% | 498 |
|
|
2023
Q1 | $681K | Hold |
12,420
| – | – | 0.04% | 441 |
|
|
2022
Q4 | $660K | Hold |
12,420
| – | – | 0.05% | 418 |
|
|
2022
Q3 | $618K | Hold |
12,420
| – | – | 0.05% | 389 |
|
|
2022
Q2 | $641K | Hold |
12,420
| – | – | 0.05% | 370 |
|
|
2022
Q1 | $775K | Buy |
12,420
+260
| +2% | +$16.2K | 0.06% | 351 |
|
|
2021
Q4 | $807K | Hold |
12,160
| – | – | 0.06% | 344 |
|
|
2021
Q3 | $781K | Hold |
12,160
| – | – | 0.11% | 178 |
|
|
2021
Q2 | $805K | Hold |
12,160
| – | – | 0.14% | 139 |
|
|
2021
Q1 | $765K | Buy |
+12,160
| New | +$765K | 0.15% | 141 |
|