IAG Wealth Partners’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 | $55.2K | Sell |
815
-780
| -49% | -$52.9K | 0.01% | 193 |
|
|
2025
Q1 | $99.8K | Buy |
1,595
+170
| +12% | +$10.6K | 0.02% | 143 |
|
|
2024
Q4 | $96.9K | Hold |
1,425
| – | – | 0.02% | 137 |
|
|
2024
Q3 | $96.5K | Hold |
1,425
| – | – | 0.02% | 130 |
|
|
2024
Q2 | $89.2K | Hold |
1,425
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $93.5K | Hold |
1,425
| – | – | 0.02% | 123 |
|
|
2023
Q4 | $87.7K | Buy |
+1,425
| New | +$87.7K | 0.02% | 115 |
|