Congress Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Congress Asset Management’s Portfolio SMMD Stock Details SMMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.35M	Buy
2025 Q2	$3.91M	Sell
2025 Q1	$11.1M	Buy
2024 Q4	$6.55M	Buy
2024 Q3	$2.4M	Sell
2024 Q2	$3.15M	Buy
2024 Q1	$2.37M	Sell
2023 Q4	$5.23M	Buy
2023 Q3	$1.56M	Buy