Carson Wealth (CWM LLC)’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 | $978K | Buy |
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|
2025
Q2 | $880K | Sell |
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|
2025
Q1 | $821K | Sell |
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|
2024
Q4 | $894K | Buy |
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|
2024
Q3 | $857K | Buy |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $658K | Sell |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $793K | Buy |
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|
2023
Q1 | $708K | Hold |
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|
2022
Q4 | $687K | Sell |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $558K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q2 | $366K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $366K | Hold |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $366K | Hold |
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|
2020
Q1 | $366K | Hold |
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|
2019
Q4 | $366K | Hold |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $366K | Hold |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $70K | Buy |
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