Congress Wealth 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	–	Sell	-17,641	Closed	-$1.1M	–	1211
2025 Q1	$1.1M	Sell	17,641 -6,758	-28%	-$455K	0.01%	612
2024 Q4	$1.66M	Buy	+24,399	New	+$1.71M	0.02%	436
2024 Q1	–	Sell	-47,018	Closed	-$2.89M	–	630
2023 Q4	$2.89M	Buy	47,018 +42,749	+1,001%	+$2.37M	0.05%	278
2023 Q3	$233K	Buy	4,269 +444	+12%	+$25.6K	﹤0.01%	560
2023 Q2	$220K	Sell	3,825 -6,811	-64%	-$372K	0.01%	525
2023 Q1	$583K	Sell	10,636 -9,883	-48%	-$555K	0.01%	400
2022 Q4	$1.09M	Sell	20,519 -34,027	-62%	-$1.83M	0.03%	324
2022 Q3	$2.71M	Sell	54,546 -38	-0.1%	-$2.1K	0.07%	243
2022 Q2	$2.82M	Buy	54,584 +16,390	+43%	+$927K	0.07%	246
2022 Q1	$2.38M	Buy	38,194 +13,320	+54%	+$820K	0.05%	282
2021 Q4	$1.65M	Buy	+24,874	New	+$1.66M	0.03%	322