Congress Asset Management’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
Q2 | $3.91M | Sell |
57,687
-119,384
| -67% | -$8.09M | 0.03% | 242 |
|
|
2025
Q1 | $11.1M | Buy |
177,071
+80,686
| +84% | +$5.05M | 0.08% | 183 |
|
|
2024
Q4 | $6.55M | Buy |
96,385
+61,022
| +173% | +$4.15M | 0.04% | 218 |
|
|
2024
Q3 | $2.4M | Sell |
35,363
-14,907
| -30% | -$1.01M | 0.02% | 265 |
|
|
2024
Q2 | $3.15M | Buy |
50,270
+14,120
| +39% | +$884K | 0.02% | 256 |
|
|
2024
Q1 | $2.37M | Sell |
36,150
-48,757
| -57% | -$3.2M | 0.02% | 270 |
|
|
2023
Q4 | $5.23M | Buy |
84,907
+56,290
| +197% | +$3.47M | 0.04% | 233 |
|
|
2023
Q3 | $1.56M | Buy |
+28,617
| New | +$1.56M | 0.01% | 290 |
|