Cambridge Investment Research Advisors’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 | $681K | Sell |
10,045
-1,882
| -16% | -$128K | ﹤0.01% | 2253 |
|
|
2025
Q1 | $746K | Buy |
11,927
+1,365
| +13% | +$85.4K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $718K | Sell |
10,562
-19,383
| -65% | -$1.32M | ﹤0.01% | 2139 |
|
|
2024
Q3 | $2.03M | Buy |
29,945
+10,592
| +55% | +$717K | 0.01% | 1334 |
|
|
2024
Q2 | $1.21M | Buy |
19,353
+770
| +4% | +$48.2K | ﹤0.01% | 1630 |
|
|
2024
Q1 | $1.22M | Buy |
18,583
+81
| +0.4% | +$5.31K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $1.14M | Buy |
18,502
+14,591
| +373% | +$898K | ﹤0.01% | 1560 |
|
|
2023
Q3 | $213K | Buy |
+3,911
| New | +$213K | ﹤0.01% | 2767 |
|
|
2022
Q3 | – | Sell |
-5,622
| Closed | -$290K | – | 3154 |
|
|
2022
Q2 | $290K | Sell |
5,622
-849
| -13% | -$43.8K | ﹤0.01% | 2413 |
|
|
2022
Q1 | $404K | Sell |
6,471
-799
| -11% | -$49.9K | ﹤0.01% | 2285 |
|
|
2021
Q4 | $483K | Sell |
7,270
-2
| -0% | -$133 | ﹤0.01% | 2130 |
|
|
2021
Q3 | $467K | Buy |
7,272
+290
| +4% | +$18.6K | ﹤0.01% | 2101 |
|
|
2021
Q2 | $462K | Buy |
6,982
+503
| +8% | +$33.3K | ﹤0.01% | 2119 |
|
|
2021
Q1 | $407K | Buy |
6,479
+1,563
| +32% | +$98.2K | ﹤0.01% | 2044 |
|
|
2020
Q4 | $279K | Buy |
4,916
+210
| +4% | +$11.9K | ﹤0.01% | 2202 |
|
|
2020
Q3 | $211K | Sell |
4,706
-1,413
| -23% | -$63.4K | ﹤0.01% | 2200 |
|
|
2020
Q2 | $260K | Buy |
6,119
+114
| +2% | +$4.84K | ﹤0.01% | 1997 |
|
|
2020
Q1 | $202K | Sell |
6,005
-3,345
| -36% | -$113K | ﹤0.01% | 1928 |
|
|
2019
Q4 | $450K | Sell |
9,350
-837
| -8% | -$40.3K | ﹤0.01% | 1651 |
|
|
2019
Q3 | $454K | Buy |
+10,187
| New | +$454K | ﹤0.01% | 1568 |
|