Cerity Partners’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 | $601K | Buy |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $672K | Buy |
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|
2023
Q4 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $623K | Hold |
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|
2019
Q3 | $577K | Hold |
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|
2019
Q2 | $586K | Hold |
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|
2019
Q1 | $571K | Hold |
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|
2018
Q4 | $495K | Buy |
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