Avantax Advisory Services’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 | $1.1M | Sell |
16,259
-11,239
| -41% | -$762K | 0.01% | 1106 |
|
|
2025
Q1 | $1.72M | Sell |
27,498
-891
| -3% | -$55.7K | 0.01% | 819 |
|
|
2024
Q4 | $1.93M | Sell |
28,389
-2,133
| -7% | -$145K | 0.01% | 723 |
|
|
2024
Q3 | $2.07M | Sell |
30,522
-8,933
| -23% | -$605K | 0.01% | 683 |
|
|
2024
Q2 | $2.47M | Buy |
39,455
+6,057
| +18% | +$379K | 0.02% | 587 |
|
|
2024
Q1 | $2.19M | Sell |
33,398
-6,704
| -17% | -$440K | 0.02% | 522 |
|
|
2023
Q4 | $2.47M | Buy |
40,102
+35,469
| +766% | +$2.18M | 0.02% | 450 |
|
|
2023
Q3 | $253K | Sell |
4,633
-2,105
| -31% | -$115K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $387K | Buy |
6,738
+204
| +3% | +$11.7K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $358K | Sell |
6,534
-424
| -6% | -$23.2K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $370K | Buy |
6,958
+111
| +2% | +$5.9K | ﹤0.01% | 1005 |
|
|
2022
Q3 | $341K | Sell |
6,847
-2,865
| -29% | -$143K | 0.01% | 939 |
|
|
2022
Q2 | $501K | Sell |
9,712
-2,819
| -22% | -$145K | 0.01% | 784 |
|
|
2022
Q1 | $782K | Buy |
12,531
+821
| +7% | +$51.2K | 0.01% | 622 |
|
|
2021
Q4 | $777K | Buy |
11,710
+7
| +0.1% | +$464 | 0.01% | 604 |
|
|
2021
Q3 | $753K | Sell |
11,703
-302
| -3% | -$19.4K | 0.01% | 573 |
|
|
2021
Q2 | $794K | Buy |
12,005
+203
| +2% | +$13.4K | 0.01% | 535 |
|
|
2021
Q1 | $744K | Buy |
11,802
+1,986
| +20% | +$125K | 0.02% | 499 |
|
|
2020
Q4 | $556K | Buy |
9,816
+722
| +8% | +$40.9K | 0.01% | 529 |
|
|
2020
Q3 | $407K | Hold |
9,094
| – | – | 0.01% | 885 |
|
|
2020
Q2 | $387K | Hold |
9,094
| – | – | 0.01% | 551 |
|
|
2020
Q1 | $306K | Buy |
+9,094
| New | +$306K | 0.01% | 569 |
|