Heritage Wealth Architects’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	$894K	Buy	13,192 +9,879	+298%	+$670K	0.66%	27
2025 Q1	$207K	Buy	+3,313	New	+$207K	0.2%	33