Geneos Wealth Management’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 | – | Sell |
-590
| Closed | -$36.9K | – | 3221 |
|
|
2025
Q1 | $36.9K | Buy |
590
+559
| +1,803% | +$35K | ﹤0.01% | 2063 |
|
|
2024
Q4 | $2.11K | Hold |
31
| – | – | ﹤0.01% | 2585 |
|
|
2024
Q3 | $2.1K | Buy |
+31
| New | +$2.1K | ﹤0.01% | 2289 |
|
|
2024
Q1 | – | Sell |
-245
| Closed | -$15.1K | – | 2213 |
|
|
2023
Q4 | $15.1K | Buy |
245
+73
| +42% | +$4.5K | ﹤0.01% | 1443 |
|
|
2023
Q3 | $9.38K | Buy |
172
+45
| +35% | +$2.45K | ﹤0.01% | 1587 |
|
|
2023
Q2 | $7.3K | Hold |
127
| – | – | ﹤0.01% | 1652 |
|
|
2023
Q1 | $6.96K | Buy |
+127
| New | +$6.96K | ﹤0.01% | 1644 |
|
|
2021
Q2 | – | Sell |
-330
| Closed | -$21K | – | 3089 |
|
|
2021
Q1 | $21K | Hold |
330
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q4 | $20K | Buy |
+330
| New | +$20K | ﹤0.01% | 1922 |
|