EverSource Wealth Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,723
| Closed | -$108K | – | 4346 |
|
|
2025
Q1 | $108K | Buy |
1,723
+4
| +0.2% | +$250 | 0.01% | 881 |
|
|
2024
Q4 | $117K | Buy |
1,719
+5
| +0.3% | +$340 | 0.01% | 858 |
|
|
2024
Q3 | $116K | Buy |
1,714
+5
| +0.3% | +$339 | 0.01% | 743 |
|
|
2024
Q2 | $115K | Sell |
1,709
-1
| -0.1% | -$67 | 0.01% | 745 |
|
|
2024
Q1 | $105K | Buy |
+1,710
| New | +$105K | 0.01% | 683 |
|