EP Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

EP Wealth Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$431K	Sell
2025 Q1	$418K	Hold
2024 Q4	$455K	Sell
2024 Q3	$455K	Sell
2024 Q2	$423K	Buy
2024 Q1	$435K	Hold
2023 Q4	$408K	Sell
2023 Q3	$486K	Sell
2023 Q2	$526K	Sell
2023 Q1	$0	Buy