HAG
HF Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
18,803
-348
| -2% | -$23.6K | 0.5% | 75 |
|
|
2025
Q1 | $1.2M | Buy |
19,151
+875
| +5% | +$54.7K | 0.52% | 77 |
|
|
2024
Q4 | $1.24M | Buy |
18,276
+925
| +5% | +$62.9K | 0.57% | 69 |
|
|
2024
Q3 | $1.18M | Buy |
17,351
+421
| +2% | +$28.5K | 0.55% | 69 |
|
|
2024
Q2 | $1.06M | Buy |
16,930
+2,242
| +15% | +$140K | 0.55% | 69 |
|
|
2024
Q1 | $964K | Buy |
14,688
+1,546
| +12% | +$101K | 0.54% | 68 |
|
|
2023
Q4 | $809K | Buy |
13,142
+801
| +6% | +$49.3K | 0.52% | 69 |
|
|
2023
Q3 | $673K | Buy |
12,341
+26
| +0.2% | +$1.42K | 0.5% | 73 |
|
|
2023
Q2 | $708K | Buy |
12,315
+365
| +3% | +$21K | 0.56% | 67 |
|
|
2023
Q1 | $655K | Buy |
11,950
+639
| +6% | +$35K | 0.58% | 61 |
|
|
2022
Q4 | $601K | Buy |
+11,311
| New | +$601K | 0.61% | 64 |
|