Concourse Financial Group Securities’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
7096
2024
Q4
Hold
0
7596
2024
Q3
Hold
0
7587
2024
Q2
Hold
0
7598
2024
Q1
Hold
0
7601
2023
Q4
Hold
0
7532
2023
Q3
Hold
0
7353
2023
Q2
Hold
0
7176
2023
Q1
Hold
0
6923
2022
Q4
Hold
0
6935
2022
Q3
Hold
0
6757
2022
Q2
Hold
0
6689
2022
Q1
Hold
0
6566
2021
Q4
Hold
0
6489
2021
Q3
Hold
0
6283
2021
Q2
Hold
0
6063
2021
Q1
Hold
0
5855
2020
Q4
Hold
0
5686
2020
Q3
Hold
0
5470
2020
Q2
Hold
0
5334
2020
Q1
Hold
0
5280
2019
Q4
Hold
0
5204
2019
Q3
Hold
0
5026
2019
Q2
Hold
0
5121
2019
Q1
Hold
0
5047
2018
Q4
Hold
0
4935
2018
Q3
Hold
0
4737