Insight Wealth Strategies’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,803
| Closed | -$308K | – | 188 |
|
|
2021
Q3 | $308K | Buy |
4,803
+17
| +0.4% | +$1.09K | 0.04% | 161 |
|
|
2021
Q2 | $317K | Buy |
4,786
+119
| +3% | +$7.88K | 0.05% | 156 |
|
|
2021
Q1 | $294K | Buy |
4,667
+25
| +0.5% | +$1.58K | 0.04% | 178 |
|
|
2020
Q4 | $263K | Buy |
4,642
+21
| +0.5% | +$1.19K | 0.04% | 183 |
|
|
2020
Q3 | $207K | Buy |
+4,621
| New | +$207K | 0.04% | 192 |
|