Benchmark Financial Wealth Advisors’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 | $4.81M | Buy |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $4.84M | Buy |
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|
2024
Q3 | $4.49M | Buy |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.29M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $525K | Buy |
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