Aptus Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Aptus Capital Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$272K	Sell
2025 Q2	$350K	Sell
2025 Q1	$578K	Buy
2024 Q4	$504K	Buy
2024 Q3	–	Sell
2024 Q2	$12.5K	Hold
2024 Q1	$13.1K	Buy
2022 Q3	–	Sell
2022 Q2	$79K	Buy
2022 Q1	$87K	Buy