IWP
SMMD icon

Icon Wealth Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Icon Wealth Partners’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,211
Closed -$280K – 351
2021
Q4 		$280K Buy
+4,211
New +$280K 0.03% 273