Blue Trust Inc’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 | $3.59K | Hold |
53
| – | – | ﹤0.01% | 2055 |
|
|
2025
Q1 | $3.32K | Sell |
53
-28
| -35% | -$1.75K | ﹤0.01% | 2161 |
|
|
2024
Q4 | $5.51K | Buy |
+81
| New | +$5.51K | ﹤0.01% | 2069 |
|
|
2023
Q4 | – | Sell |
-6,433
| Closed | -$370K | – | 2682 |
|
|
2023
Q3 | $370K | Buy |
6,433
+19
| +0.3% | +$1.09K | 0.01% | 309 |
|
|
2023
Q2 | $352K | Buy |
6,414
+22
| +0.3% | +$1.21K | 0.01% | 284 |
|
|
2023
Q1 | $340K | Sell |
6,392
-36,440
| -85% | -$1.94M | 0.01% | 376 |
|
|
2022
Q4 | $2.13M | Buy |
+42,832
| New | +$2.13M | 0.04% | 107 |
|