Baird Financial Group’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 | $3.13M | Buy |
46,169
+1,115
| +2% | +$75.6K | 0.01% | 866 |
|
2025
Q1 | $2.82M | Buy |
45,054
+6,969
| +18% | +$436K | 0.01% | 859 |
|
2024
Q4 | $2.59M | Hold |
38,085
| – | – | 0.01% | 891 |
|
2024
Q3 | $2.58M | Buy |
38,085
+199
| +0.5% | +$13.5K | 0.01% | 888 |
|
2024
Q2 | $2.37M | Buy |
37,886
+2,239
| +6% | +$140K | ﹤0.01% | 902 |
|
2024
Q1 | $2.34M | Buy |
35,647
+3,452
| +11% | +$226K | ﹤0.01% | 902 |
|
2023
Q4 | $1.98M | Buy |
+32,195
| New | +$1.98M | ﹤0.01% | 936 |
|
2022
Q1 | – | Sell |
-14,505
| Closed | -$963K | – | 1922 |
|
2021
Q4 | $963K | Buy |
+14,505
| New | +$963K | ﹤0.01% | 1212 |
|