Envestnet Portfolio Solutions’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,820
Closed -$490K 1734
2024
Q2
$490K Sell
7,820
-9,923
-56% -$621K ﹤0.01% 1149
2024
Q1
$1.16M Buy
+17,743
New +$1.16M ﹤0.01% 799