GWSA
Global Wealth Strategies & Associates’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
207
| – | – | ﹤0.01% | 194 |
|
|
2025
Q1 | $12.9K | Hold |
207
| – | – | ﹤0.01% | 228 |
|
|
2024
Q4 | $14.1K | Hold |
207
| – | – | ﹤0.01% | 196 |
|
|
2024
Q3 | $14K | Hold |
207
| – | – | ﹤0.01% | 169 |
|
|
2024
Q2 | $13K | Sell |
207
-451
| -69% | -$28.2K | ﹤0.01% | 157 |
|
|
2024
Q1 | $43.2K | Sell |
658
-31
| -4% | -$2.03K | 0.02% | 96 |
|
|
2023
Q4 | $42.4K | Sell |
689
-75,973
| -99% | -$4.68M | 0.02% | 93 |
|
|
2023
Q3 | $4.18M | Sell |
76,662
-46,051
| -38% | -$2.51M | 1.95% | 14 |
|
|
2023
Q2 | $7.05M | Buy |
122,713
+6,981
| +6% | +$401K | 3.31% | 11 |
|
|
2023
Q1 | $6.34M | Buy |
115,732
+9,741
| +9% | +$534K | 3.28% | 11 |
|
|
2022
Q4 | $5.63M | Buy |
+105,991
| New | +$5.63M | 3.27% | 7 |
|