Focus Partners Wealth’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 | $33.3M | Buy |
491,438
+86,857
| +21% | +$5.89M | 0.07% | 253 |
|
|
2025
Q1 | $25.3M | Buy |
404,581
+181,728
| +82% | +$11.4M | 0.06% | 280 |
|
|
2024
Q4 | $15.2M | Buy |
222,853
+6,798
| +3% | +$462K | 0.04% | 374 |
|
|
2024
Q3 | $14.6M | Sell |
216,055
-9,209
| -4% | -$624K | 0.05% | 338 |
|
|
2024
Q2 | $14.1M | Buy |
225,264
+31,313
| +16% | +$1.96M | 0.05% | 302 |
|
|
2024
Q1 | $12.7M | Buy |
193,951
+38,808
| +25% | +$2.55M | 0.1% | 192 |
|
|
2023
Q4 | $9.55M | Buy |
+155,143
| New | +$9.55M | 0.13% | 162 |
|