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Diversify Wealth Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Diversify Wealth Management’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$242K Buy
3,428
+4
+0.1% +$282 0.01% 488
2025
Q1 		$211K Sell
3,424
-1,146
-25% -$70.6K 0.02% 488
2024
Q4 		$307K Buy
+4,570
New +$307K 0.02% 428