Diversify Advisory Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,806	Closed	-$395K	–	678
2024 Q3	$395K	Sell	5,806 -2,356	-29%	-$160K	0.02%	425
2024 Q2	$506K	Buy	8,162 +8	+0.1%	+$496	0.03%	380
2024 Q1	$529K	Buy	+8,154	New	+$529K	0.03%	410