Cresset Asset 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
$40.9M Sell
2025
Q1
$43.4M Buy
2024
Q4
$43.2M Buy
2024
Q3
$40.5M Buy
2024
Q2
$36.1M Buy
2024
Q1
$36.9M Buy
2023
Q4
$31.4M Buy
2023
Q3
$11.2M Buy
2023
Q2
$9.45M Sell
2023
Q1
$9.38M Buy
2022
Q4
$8.08M Sell
2022
Q3
$8.64M Buy
2022
Q2
$6.78M Buy
2022
Q1
$6.34M Buy
2021
Q4
$2.26M Buy
2021
Q3
$818K Buy