Cerity 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 | $523K | Sell |
7,709
-60
| -0.8% | -$4.07K | ﹤0.01% | 1829 |
|
|
2025
Q1 | $486K | Sell |
7,769
-213
| -3% | -$13.3K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $543K | Buy |
7,982
+116
| +1% | +$7.89K | ﹤0.01% | 1717 |
|
|
2024
Q3 | $533K | Sell |
7,866
-1,870
| -19% | -$127K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $609K | Sell |
9,736
-509
| -5% | -$31.9K | ﹤0.01% | 1452 |
|
|
2024
Q1 | $672K | Buy |
10,245
+6,491
| +173% | +$426K | ﹤0.01% | 1457 |
|
|
2023
Q4 | $231K | Buy |
+3,754
| New | +$231K | ﹤0.01% | 1649 |
|
|
2020
Q1 | – | Sell |
-12,950
| Closed | -$623K | – | 509 |
|
|
2019
Q4 | $623K | Hold |
12,950
| – | – | 0.03% | 302 |
|
|
2019
Q3 | $577K | Hold |
12,950
| – | – | 0.03% | 299 |
|
|
2019
Q2 | $586K | Hold |
12,950
| – | – | 0.04% | 298 |
|
|
2019
Q1 | $571K | Hold |
12,950
| – | – | 0.04% | 308 |
|
|
2018
Q4 | $495K | Buy |
+12,950
| New | +$495K | 0.03% | 318 |
|