Essex Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Essex Financial Services’s Portfolio SMMD Stock Details SMMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$200K	Buy
2025 Q1	–	Sell
2024 Q4	$268K	Hold
2024 Q3	$268K	Sell
2024 Q2	$255K	Buy
2024 Q1	$212K	Buy
2023 Q1	–	Sell
2022 Q4	$243K	Buy
2022 Q3	$222K	Buy
2022 Q2	–	Sell
2022 Q1	$202K	Buy