First Heartland Consultants’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy	+2,983	New	+$202K	0.02%	485
2025 Q1	–	Sell	-3,013	Closed	-$205K	–	479
2024 Q4	$205K	Buy	3,013 +46	+2%	+$3.13K	0.02%	430
2024 Q3	$201K	Buy	+2,967	New	+$201K	0.02%	443