BFWA
Benchmark Financial Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
71,026
+11,291
| +19% | +$765K | 1.59% | 17 |
|
|
2025
Q1 | $3.74M | Sell |
59,735
-11,433
| -16% | -$715K | 1.41% | 20 |
|
|
2024
Q4 | $4.84M | Buy |
71,168
+4,888
| +7% | +$332K | 1.55% | 16 |
|
|
2024
Q3 | $4.49M | Buy |
66,280
+5,497
| +9% | +$372K | 1.5% | 17 |
|
|
2024
Q2 | $3.81M | Buy |
60,783
+6,954
| +13% | +$435K | 1.41% | 19 |
|
|
2024
Q1 | $3.53M | Buy |
53,829
+8,238
| +18% | +$540K | 1.35% | 20 |
|
|
2023
Q4 | $2.81M | Buy |
45,591
+878
| +2% | +$54.1K | 1.21% | 20 |
|
|
2023
Q3 | $2.44M | Buy |
44,713
+4,794
| +12% | +$261K | 1.15% | 20 |
|
|
2023
Q2 | $2.29M | Buy |
39,919
+19,516
| +96% | +$1.12M | 1.06% | 19 |
|
|
2023
Q1 | $1.12M | Buy |
20,403
+10,523
| +107% | +$577K | 0.57% | 22 |
|
|
2022
Q4 | $525K | Buy |
+9,880
| New | +$525K | 0.29% | 34 |
|