Atomi Financial Group’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
$249K Sell
3,668
-1,792
-33% -$121K 0.01% 923
2025
Q1
$341K Buy
5,460
+746
+16% +$46.7K 0.02% 697
2024
Q4
$321K Buy
4,714
+827
+21% +$56.2K 0.02% 690
2024
Q3
$263K Sell
3,887
-564
-13% -$38.2K 0.02% 731
2024
Q2
$279K Buy
4,451
+955
+27% +$59.8K 0.02% 608
2024
Q1
$229K Sell
3,496
-9
-0.3% -$590 0.02% 626
2023
Q4
$216K Buy
+3,505
New +$216K 0.03% 523