Berger 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 | $9.41M | Buy |
138,848
+6,407
| +5% | +$434K | 0.61% | 36 |
|
|
2025
Q1 | $8.28M | Sell |
132,441
-31,390
| -19% | -$1.96M | 0.57% | 35 |
|
|
2024
Q4 | $11.1M | Buy |
163,831
+4,776
| +3% | +$325K | 0.77% | 33 |
|
|
2024
Q3 | $10.8M | Buy |
159,055
+8,318
| +6% | +$563K | 0.78% | 32 |
|
|
2024
Q2 | $9.44M | Buy |
150,737
+2,660
| +2% | +$167K | 0.75% | 33 |
|
|
2024
Q1 | $9.72M | Buy |
148,077
+15,253
| +11% | +$1M | 0.8% | 30 |
|
|
2023
Q4 | $8.18M | Buy |
132,824
+10,019
| +8% | +$617K | 0.85% | 25 |
|
|
2023
Q3 | $6.69M | Buy |
122,805
+33
| +0% | +$1.8K | 0.77% | 28 |
|
|
2023
Q2 | $7.06M | Buy |
122,772
+8,977
| +8% | +$516K | 0.8% | 28 |
|
|
2023
Q1 | $6.24M | Buy |
+113,795
| New | +$6.24M | 0.75% | 31 |
|