Creative Planning’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 | $826K | Sell |
12,183
-2,999
| -20% | -$203K | ﹤0.01% | 2011 |
|
|
2025
Q1 | $949K | Buy |
15,182
+2,239
| +17% | +$140K | ﹤0.01% | 1755 |
|
|
2024
Q4 | $880K | Buy |
12,943
+510
| +4% | +$34.7K | ﹤0.01% | 1734 |
|
|
2024
Q3 | $842K | Sell |
12,433
-237
| -2% | -$16.1K | ﹤0.01% | 1657 |
|
|
2024
Q2 | $793K | Sell |
12,670
-385
| -3% | -$24.1K | ﹤0.01% | 1584 |
|
|
2024
Q1 | $857K | Hold |
13,055
| – | – | ﹤0.01% | 1433 |
|
|
2023
Q4 | $804K | Sell |
13,055
-143
| -1% | -$8.81K | ﹤0.01% | 1362 |
|
|
2023
Q3 | $719K | Sell |
13,198
-367
| -3% | -$20K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $780K | Buy |
13,565
+357
| +3% | +$20.5K | ﹤0.01% | 1258 |
|
|
2023
Q1 | $724K | Sell |
13,208
-2,506
| -16% | -$137K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $835K | Buy |
15,714
+4,003
| +34% | +$213K | ﹤0.01% | 1123 |
|
|
2022
Q3 | $583K | Sell |
11,711
-84
| -0.7% | -$4.18K | ﹤0.01% | 1233 |
|
|
2022
Q2 | $609K | Buy |
11,795
+958
| +9% | +$49.5K | ﹤0.01% | 1202 |
|
|
2022
Q1 | $676K | Buy |
10,837
+3,350
| +45% | +$209K | ﹤0.01% | 1177 |
|
|
2021
Q4 | $497K | Hold |
7,487
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q3 | $481K | Hold |
7,487
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q2 | $496K | Sell |
7,487
-182
| -2% | -$12.1K | ﹤0.01% | 1284 |
|
|
2021
Q1 | $482K | Buy |
+7,669
| New | +$482K | ﹤0.01% | 1448 |
|