Avantax Advisory Services’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 | $1.1M | Sell |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.47M | Buy |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.47M | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $782K | Buy |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $753K | Sell |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $744K | Buy |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $387K | Hold |
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|
2020
Q1 | $306K | Buy |
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