HighTower Advisors’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 | $7.69M | Sell |
113,403
-10,842
| -9% | -$735K | 0.01% | 909 |
|
|
2025
Q1 | $7.77M | Sell |
124,245
-46,579
| -27% | -$2.91M | 0.01% | 867 |
|
|
2024
Q4 | $11.6M | Buy |
170,824
+33,656
| +25% | +$2.29M | 0.02% | 693 |
|
|
2024
Q3 | $9.29M | Buy |
137,168
+3,923
| +3% | +$266K | 0.01% | 781 |
|
|
2024
Q2 | $8.34M | Buy |
133,245
+989
| +0.7% | +$61.9K | 0.01% | 791 |
|
|
2024
Q1 | $8.67M | Sell |
132,256
-20,348
| -13% | -$1.33M | 0.01% | 747 |
|
|
2023
Q4 | $9.4M | Sell |
152,604
-4,491
| -3% | -$277K | 0.02% | 727 |
|
|
2023
Q3 | $8.57M | Buy |
157,095
+24,213
| +18% | +$1.32M | 0.02% | 721 |
|
|
2023
Q2 | $7.63M | Buy |
132,882
+7,494
| +6% | +$430K | 0.02% | 737 |
|
|
2023
Q1 | $6.87M | Buy |
125,388
+14,148
| +13% | +$775K | 0.02% | 732 |
|
|
2022
Q4 | $5.91M | Buy |
111,240
+7,799
| +8% | +$415K | 0.01% | 780 |
|
|
2022
Q3 | $5.15M | Buy |
103,441
+49,352
| +91% | +$2.46M | 0.01% | 792 |
|
|
2022
Q2 | $2.79M | Buy |
+54,089
| New | +$2.79M | 0.01% | 1078 |
|