Heritage Family Offices’s iShares Russell 2500 ETF SMMD Stock Holding History

Heritage Family Offices’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.2M	Sell
2025 Q2	$13.8M	Sell
2025 Q1	$13.8M	Buy
2024 Q4	$13M	Buy
2024 Q3	$12.8M	Sell
2024 Q2	$12.1M	Buy