Heritage Wealth Management (Ohio)’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio SMDV Stock Details SMDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Sell
2025 Q1	$290K	Hold
2024 Q4	$299K	Hold
2024 Q3	$306K	Sell
2024 Q2	$294K	Buy