Coldstream Capital Management’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
Q2
$65.8M Sell
2025
Q1
$75.6M Sell
2024
Q4
$108M Buy
2024
Q3
$69.7M Sell
2024
Q2
$84.2M Sell
2024
Q1
$105M Buy
2023
Q4
$95.7M Buy
2023
Q3
$78.2M Buy
2023
Q2
$77.1M Buy
2023
Q1
$63.1M Buy
2022
Q4
$44.6M Buy
2022
Q2
$22.4M Buy
2022
Q1
$2.71M Buy