CWM
CMH Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Sell |
127,187
-131,230
| -51% | -$8.89M | 2.01% | 22 |
|
|
2025
Q1 | $16.2M | Sell |
258,417
-464
| -0.2% | -$29K | 4.05% | 6 |
|
|
2024
Q4 | $17.6M | Buy |
258,881
+1,169
| +0.5% | +$79.5K | 4.03% | 5 |
|
|
2024
Q3 | $17.5M | Sell |
257,712
-1,892
| -0.7% | -$128K | 4.11% | 5 |
|
|
2024
Q2 | $16.3M | Sell |
259,604
-1,815
| -0.7% | -$114K | 4% | 5 |
|
|
2024
Q1 | $17.2M | Sell |
261,419
-15,340
| -6% | -$1.01M | 4.36% | 5 |
|
|
2023
Q4 | $17M | Buy |
276,759
+78,158
| +39% | +$4.81M | 4.13% | 6 |
|
|
2023
Q3 | $10.9M | Buy |
198,601
+8,119
| +4% | +$445K | 3.04% | 10 |
|
|
2023
Q2 | $10.9M | Buy |
190,482
+4,335
| +2% | +$249K | 2.94% | 12 |
|
|
2023
Q1 | $10.2M | Buy |
186,147
+7,179
| +4% | +$394K | 2.95% | 11 |
|
|
2022
Q4 | $9.51M | Buy |
+178,968
| New | +$9.51M | 3.05% | 11 |
|