Aptus Capital 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 | $350K | Sell |
5,157
-4,091
| -44% | -$277K | ﹤0.01% | 771 |
|
|
2025
Q1 | $578K | Buy |
9,248
+1,834
| +25% | +$115K | 0.01% | 600 |
|
|
2024
Q4 | $504K | Buy |
+7,414
| New | +$504K | 0.01% | 624 |
|
|
2024
Q3 | – | Sell |
-200
| Closed | -$12.5K | – | 1269 |
|
|
2024
Q2 | $12.5K | Hold |
200
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q1 | $13.1K | Buy |
+200
| New | +$13.1K | ﹤0.01% | 1003 |
|
|
2022
Q3 | – | Sell |
-1,531
| Closed | -$79K | – | 807 |
|
|
2022
Q2 | $79K | Buy |
1,531
+142
| +10% | +$7.33K | ﹤0.01% | 431 |
|
|
2022
Q1 | $87K | Buy |
+1,389
| New | +$87K | ﹤0.01% | 467 |
|