Cary Street Partners’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	$625K	Sell	9,219 -2,816	-23%	-$191K	0.02%	505
2025 Q1	$753K	Sell	12,035 -1,540	-11%	-$96.3K	0.02%	451
2024 Q4	$923K	Buy	+13,575	New	+$923K	0.03%	398