CX Institutional’s iShares Russell 2500 ETF SMMD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.21M Buy
62,130
+12,922
+26% +$876K 0.15% 149
2025
Q1
$3.08M Buy
49,208
+15,754
+47% +$985K 0.12% 149
2024
Q4
$2.27M Buy
33,454
+4,474
+15% +$304K 0.09% 168
2024
Q3
$1.96M Buy
28,980
+4,902
+20% +$332K 0.09% 196
2024
Q2
$1.51M Buy
24,078
+630
+3% +$39.4K 0.07% 220
2024
Q1
$1.54M Buy
23,448
+2,445
+12% +$160K 0.07% 218
2023
Q4
$1.29M Buy
+21,003
New +$1.29M 0.07% 230