Creative Planning’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
Q3 | $917K | Buy |
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|
2025
Q2 | $826K | Sell |
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|
2025
Q1 | $949K | Buy |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $842K | Sell |
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|
2024
Q2 | $793K | Sell |
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|
2024
Q1 | $857K | Hold |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $719K | Sell |
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $835K | Buy |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $496K | Sell |
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|
2021
Q1 | $482K | Buy |
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