CIBC Private Wealth Group’s iShares Russell 2500 ETF SMMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $64.4K | Sell |
950
-803
| -46% | -$54.4K | ﹤0.01% | 1570 |
|
2025
Q1 | $96.1K | Buy |
1,753
+803
| +85% | +$44K | ﹤0.01% | 1375 |
|
2024
Q4 | $64.9K | Hold |
950
| – | – | ﹤0.01% | 1582 |
|
2024
Q3 | $64.3K | Sell |
950
-12
| -1% | -$813 | ﹤0.01% | 1675 |
|
2024
Q2 | $59.8K | Buy |
962
+12
| +1% | +$746 | ﹤0.01% | 1600 |
|
2024
Q1 | $61.6K | Buy |
+950
| New | +$61.6K | ﹤0.01% | 1588 |
|