Brinker Capital Investments’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
Q3
$8.73M Sell
2025
Q2
$8.2M Buy
2025
Q1
$7.54M Sell
2024
Q4
$10.3M Buy
2024
Q3
$9M Sell
2024
Q2
$8.98M Sell
2024
Q1
$10.1M Sell
2023
Q4
$17.3M Buy
2023
Q3
$9.02M Sell
2023
Q2
$10.3M Sell
2023
Q1
$10.4M Sell
2022
Q4
$11.6M Buy
2022
Q3
$10.5M Sell
2022
Q2
$11.5M Buy
2022
Q1
$12.6M Sell
2021
Q4
$14.3M Sell
2021
Q3
$14.4M Hold
2021
Q2
$14.4M Buy
2021
Q1
$13.3M Buy
2020
Q4
Sell
2020
Q3
$9.68M Buy