Essex Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $200K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
|