GoalVest Advisory’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 | $138K | Sell |
2,039
-2,300
| -53% | -$156K | 0.03% | 151 |
|
|
2025
Q1 | $271K | Hold |
4,339
| – | – | 0.07% | 102 |
|
|
2024
Q4 | $295K | Hold |
4,339
| – | – | 0.08% | 102 |
|
|
2024
Q3 | $294K | Hold |
4,339
| – | – | 0.08% | 92 |
|
|
2024
Q2 | $272K | Sell |
4,339
-915
| -17% | -$57.3K | 0.09% | 90 |
|
|
2024
Q1 | $345K | Sell |
5,254
-2,415
| -31% | -$158K | 0.12% | 86 |
|
|
2023
Q4 | $472K | Sell |
7,669
-20,337
| -73% | -$1.25M | 0.21% | 53 |
|
|
2023
Q3 | $1.53M | Buy |
28,006
+9,282
| +50% | +$506K | 0.77% | 15 |
|
|
2023
Q2 | $1.08M | Buy |
+18,724
| New | +$1.08M | 0.56% | 23 |
|