Capital Analysts LLC’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 | $269K | Hold |
3,966
| – | – | 0.01% | 490 |
|
|
2025
Q1 | $248K | Sell |
3,966
-2,158
| -35% | -$135K | 0.01% | 494 |
|
|
2024
Q4 | $416K | Buy |
6,124
+1,649
| +37% | +$112K | 0.02% | 362 |
|
|
2024
Q3 | $303K | Buy |
4,475
+1,708
| +62% | +$116K | 0.01% | 392 |
|
|
2024
Q2 | $173K | Sell |
2,767
-761
| -22% | -$47.6K | 0.01% | 476 |
|
|
2024
Q1 | $231K | Buy |
3,528
+1,081
| +44% | +$70.8K | 0.01% | 417 |
|
|
2023
Q4 | $151K | Buy |
+2,447
| New | +$151K | 0.01% | 465 |
|