Catalyst Financial 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 | $5.98M | Buy |
88,183
+23,907
| +37% | +$1.62M | 0.65% | 20 |
|
|
2025
Q1 | $4.02M | Buy |
64,276
+14,109
| +28% | +$882K | 0.74% | 24 |
|
|
2024
Q4 | $3.41M | Buy |
50,167
+6,193
| +14% | +$421K | 0.64% | 26 |
|
|
2024
Q3 | $2.98M | Buy |
43,974
+11,828
| +37% | +$801K | 0.58% | 27 |
|
|
2024
Q2 | $2.01M | Buy |
32,146
+14,266
| +80% | +$893K | 0.44% | 35 |
|
|
2024
Q1 | $1.08M | Buy |
+17,880
| New | +$1.08M | 0.28% | 45 |
|