Congress Wealth 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 | – | Sell |
-17,641
| Closed | -$1.1M | – | 1211 |
|
|
2025
Q1 | $1.1M | Sell |
17,641
-6,758
| -28% | -$423K | 0.01% | 612 |
|
|
2024
Q4 | $1.66M | Buy |
+24,399
| New | +$1.66M | 0.02% | 436 |
|
|
2024
Q1 | – | Sell |
-47,018
| Closed | -$2.89M | – | 630 |
|
|
2023
Q4 | $2.89M | Buy |
47,018
+42,749
| +1,001% | +$2.63M | 0.05% | 278 |
|
|
2023
Q3 | $233K | Buy |
4,269
+444
| +12% | +$24.2K | ﹤0.01% | 560 |
|
|
2023
Q2 | $220K | Sell |
3,825
-6,811
| -64% | -$392K | 0.01% | 525 |
|
|
2023
Q1 | $583K | Sell |
10,636
-9,883
| -48% | -$542K | 0.01% | 400 |
|
|
2022
Q4 | $1.09M | Sell |
20,519
-34,027
| -62% | -$1.81M | 0.03% | 324 |
|
|
2022
Q3 | $2.71M | Sell |
54,546
-38
| -0.1% | -$1.89K | 0.07% | 243 |
|
|
2022
Q2 | $2.82M | Buy |
54,584
+16,390
| +43% | +$846K | 0.07% | 246 |
|
|
2022
Q1 | $2.38M | Buy |
38,194
+13,320
| +54% | +$831K | 0.05% | 282 |
|
|
2021
Q4 | $1.65M | Buy |
+24,874
| New | +$1.65M | 0.03% | 320 |
|