Atria Investments’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
Q1 | – | Sell |
-8,344
| Closed | -$567K | – | 1992 |
|
|
2024
Q4 | $567K | Buy |
+8,344
| New | +$567K | 0.01% | 1264 |
|
|
2024
Q3 | – | Sell |
-10,621
| Closed | -$665K | – | 2041 |
|
|
2024
Q2 | $665K | Buy |
+10,621
| New | +$665K | 0.01% | 1159 |
|
|
2023
Q3 | – | Sell |
-22,495
| Closed | -$1.29M | – | 883 |
|
|
2023
Q2 | $1.29M | Buy |
+22,495
| New | +$1.29M | 0.02% | 729 |
|
|
2023
Q1 | – | Sell |
-19,732
| Closed | -$1.05M | – | 864 |
|
|
2022
Q4 | $1.05M | Sell |
19,732
-22,974
| -54% | -$1.22M | 0.02% | 746 |
|
|
2022
Q3 | $2.13M | Sell |
42,706
-5,565
| -12% | -$277K | 0.05% | 462 |
|
|
2022
Q2 | $2.49M | Buy |
48,271
+28,360
| +142% | +$1.46M | 0.05% | 426 |
|
|
2022
Q1 | $1.24M | Buy |
19,911
+145
| +0.7% | +$9.05K | 0.02% | 758 |
|
|
2021
Q4 | $1.31M | Buy |
+19,766
| New | +$1.31M | 0.02% | 724 |
|
|
2020
Q2 | – | Sell |
-7,770
| Closed | -$261K | – | 731 |
|
|
2020
Q1 | $261K | Buy |
+7,770
| New | +$261K | 0.02% | 463 |
|