Epstein & White Financial’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
2021 Q2	$12.8M	Buy	192,817 +8,322	+5%	+$552K	3.37%	10
2021 Q1	$11.6M	Buy	184,495 +11,095	+6%	+$698K	3.38%	10
2020 Q4	$9.85M	Buy	+173,400	New	+$9.85M	3.02%	8
2019 Q1	–	Sell	-46,724	Closed	-$1.78M	–	90
2018 Q4	$1.78M	Buy	+46,724	New	+$1.78M	1.11%	11