EverSource Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

EverSource Wealth Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$108K	Buy
2024 Q4	$117K	Buy
2024 Q3	$116K	Buy
2024 Q2	$115K	Sell
2024 Q1	$105K	Buy