CBIZ Investment Advisory Services’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
2024 Q4	–	Sell	-607	Closed	-$41.1K	–	503
2024 Q3	$41.1K	Hold	607	–	–	﹤0.01%	123
2024 Q2	$38K	Hold	607	–	–	﹤0.01%	116
2024 Q1	$39.8K	Buy	+607	New	+$39.8K	﹤0.01%	111