Cetera Advisor Networks’s iShares Russell 2500 ETF SMMD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$391K Sell
5,955
-4,158
-41% -$273K ﹤0.01% 2094
2023
Q4
$623K Sell
10,113
-3,951
-28% -$243K ﹤0.01% 1700
2023
Q3
$767K Sell
14,064
-375
-3% -$20.4K ﹤0.01% 1458
2023
Q2
$830K Sell
14,439
-54,816
-79% -$3.15M 0.01% 1377
2023
Q1
$3.8M Buy
69,255
+4,195
+6% +$230K 0.03% 593
2022
Q4
$3.46M Buy
65,060
+9,983
+18% +$530K 0.03% 588
2022
Q3
$2.74M Buy
55,077
+8,397
+18% +$418K 0.03% 487
2022
Q2
$2.41M Buy
46,680
+6,153
+15% +$318K 0.03% 516
2022
Q1
$2.53M Buy
40,527
+9,208
+29% +$574K 0.03% 543
2021
Q4
$2.08M Buy
31,319
+164
+0.5% +$10.9K 0.03% 586
2021
Q3
$2M Buy
31,155
+6,383
+26% +$410K 0.03% 553
2021
Q2
$1.64M Buy
24,772
+13,289
+116% +$880K 0.02% 607
2021
Q1
$722K Buy
+11,483
New +$722K 0.02% 714
2020
Q3
Sell
-3,125
Closed -$133K 2748
2020
Q2
$133K Buy
+3,125
New +$133K ﹤0.01% 1345