Atria Wealth Solutions’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $3.52M | Buy |
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|
2023
Q3 | $2.99M | Sell |
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|
2023
Q2 | $3.3M | Buy |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $250K | Buy |
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