EP Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
6,364
-320
| -5% | -$21.7K | ﹤0.01% | 844 |
|
|
2025
Q1 | $418K | Hold |
6,684
| – | – | ﹤0.01% | 769 |
|
|
2024
Q4 | $455K | Sell |
6,684
-39
| -0.6% | -$2.65K | ﹤0.01% | 725 |
|
|
2024
Q3 | $455K | Sell |
6,723
-36
| -0.5% | -$2.44K | ﹤0.01% | 717 |
|
|
2024
Q2 | $423K | Buy |
6,759
+130
| +2% | +$8.14K | ﹤0.01% | 571 |
|
|
2024
Q1 | $435K | Hold |
6,629
| – | – | 0.01% | 548 |
|
|
2023
Q4 | $408K | Sell |
6,629
-2,293
| -26% | -$141K | 0.01% | 536 |
|
|
2023
Q3 | $486K | Sell |
8,922
-17,552
| -66% | -$957K | 0.01% | 468 |
|
|
2023
Q2 | $526K | Sell |
26,474
-168,926
| -86% | -$3.36M | 0.01% | 456 |
|
|
2023
Q1 | $0 | Buy |
+195,400
| New | – | ﹤0.01% | 700 |
|