Atria Wealth Solutions’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,587
| Closed | -$412K | – | 1851 |
|
|
2025
Q1 | $412K | Sell |
6,587
-944
| -13% | -$59K | 0.01% | 1284 |
|
|
2024
Q4 | $512K | Sell |
7,531
-21,047
| -74% | -$1.43M | 0.01% | 1253 |
|
|
2024
Q3 | $1.94M | Sell |
28,578
-4,246
| -13% | -$288K | 0.02% | 646 |
|
|
2024
Q2 | $2.05M | Sell |
32,824
-6,026
| -16% | -$377K | 0.02% | 615 |
|
|
2024
Q1 | $2.55M | Sell |
38,850
-18,385
| -32% | -$1.21M | 0.03% | 555 |
|
|
2023
Q4 | $3.52M | Buy |
57,235
+2,356
| +4% | +$145K | 0.04% | 409 |
|
|
2023
Q3 | $2.99M | Sell |
54,879
-2,458
| -4% | -$134K | 0.04% | 431 |
|
|
2023
Q2 | $3.3M | Buy |
57,337
+49,191
| +604% | +$2.83M | 0.05% | 404 |
|
|
2023
Q1 | $447K | Buy |
8,146
+226
| +3% | +$12.4K | 0.01% | 1190 |
|
|
2022
Q4 | $421K | Buy |
7,920
+2,342
| +42% | +$124K | 0.01% | 1167 |
|
|
2022
Q3 | $277K | Buy |
5,578
+44
| +0.8% | +$2.19K | ﹤0.01% | 1339 |
|
|
2022
Q2 | $286K | Buy |
5,534
+1,532
| +38% | +$79.2K | 0.01% | 1211 |
|
|
2022
Q1 | $250K | Buy |
+4,002
| New | +$250K | ﹤0.01% | 1422 |
|