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Canopy Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Canopy Partners’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
3,523
-11,785
-77% -$799K 0.09% 185
2025
Q1 		$957K Sell
15,308
-2,815
-16% -$176K 0.37% 61
2024
Q4 		$1.23M Buy
+18,123
New +$1.23M 0.47% 42