GC Wealth Management RIA’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
17,114
-698
| -4% | -$47.3K | 0.09% | 186 |
|
|
2025
Q1 | $1.11M | Sell |
17,812
-298
| -2% | -$18.6K | 0.2% | 99 |
|
|
2024
Q4 | $1.23M | Sell |
18,110
-2,069
| -10% | -$141K | 0.22% | 96 |
|
|
2024
Q3 | $1.37M | Sell |
20,179
-80
| -0.4% | -$5.42K | 0.24% | 87 |
|
|
2024
Q2 | $1.27M | Sell |
20,259
-23
| -0.1% | -$1.44K | 0.25% | 82 |
|
|
2024
Q1 | $1.33M | Buy |
20,282
+325
| +2% | +$21.3K | 0.27% | 76 |
|
|
2023
Q4 | $1.23M | Buy |
+19,957
| New | +$1.23M | 0.55% | 47 |
|