EFS
Essex Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,944
| Closed | -$268K | – | 657 |
|
|
2024
Q4 | $268K | Hold |
3,944
| – | – | 0.02% | 517 |
|
|
2024
Q3 | $268K | Sell |
3,944
-80
| -2% | -$5.44K | 0.02% | 516 |
|
|
2024
Q2 | $255K | Buy |
4,024
+788
| +24% | +$49.9K | 0.02% | 525 |
|
|
2024
Q1 | $212K | Buy |
+3,236
| New | +$212K | 0.02% | 498 |
|
|
2023
Q1 | – | Sell |
-4,581
| Closed | -$243K | – | 505 |
|
|
2022
Q4 | $243K | Buy |
4,581
+110
| +2% | +$5.84K | 0.03% | 420 |
|
|
2022
Q3 | $222K | Buy |
+4,471
| New | +$222K | 0.03% | 412 |
|
|
2022
Q2 | – | Sell |
-3,231
| Closed | -$202K | – | 521 |
|
|
2022
Q1 | $202K | Buy |
+3,231
| New | +$202K | 0.02% | 485 |
|