IFP 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 | $10.6K | Hold |
157
| – | – | ﹤0.01% | 2878 |
|
|
2025
Q1 | $9.82K | Sell |
157
-84
| -35% | -$5.25K | ﹤0.01% | 2582 |
|
|
2024
Q4 | $16.4K | Sell |
241
-128
| -35% | -$8.7K | ﹤0.01% | 2338 |
|
|
2024
Q3 | $25K | Hold |
369
| – | – | ﹤0.01% | 2059 |
|
|
2024
Q2 | $23.1K | Hold |
369
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q1 | $24.2K | Hold |
369
| – | – | ﹤0.01% | 1886 |
|
|
2023
Q4 | $22.7K | Sell |
369
-50
| -12% | -$3.08K | ﹤0.01% | 1854 |
|
|
2023
Q3 | $22.8K | Buy |
419
+50
| +14% | +$2.73K | ﹤0.01% | 1871 |
|
|
2023
Q2 | $21.2K | Buy |
+369
| New | +$21.2K | ﹤0.01% | 1966 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4418 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4204 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4092 |
|