HFO
Heritage Family Offices’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
219,991
-8
| -0% | -$501 | 6.97% | 2 |
|
|
2025
Q1 | $13.8M | Buy |
219,999
+29,434
| +15% | +$1.84M | 7.04% | 2 |
|
|
2024
Q4 | $13M | Buy |
190,565
+1,363
| +0.7% | +$92.7K | 6.47% | 2 |
|
|
2024
Q3 | $12.8M | Sell |
189,202
-4,518
| -2% | -$306K | 6.62% | 2 |
|
|
2024
Q2 | $12.1M | Buy |
+193,720
| New | +$12.1M | 6.73% | 2 |
|