Integrated Advisors Network’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
Q1 | – | Sell |
-6,894
| Closed | -$469K | – | 762 |
|
|
2024
Q4 | $469K | Sell |
6,894
-1,415
| -17% | -$96.2K | 0.02% | 470 |
|
|
2024
Q3 | $563K | Hold |
8,309
| – | – | 0.03% | 433 |
|
|
2024
Q2 | $520K | Hold |
8,309
| – | – | 0.03% | 427 |
|
|
2024
Q1 | $545K | Sell |
8,309
-5,758
| -41% | -$378K | 0.03% | 437 |
|
|
2023
Q4 | $866K | Buy |
+14,067
| New | +$866K | 0.05% | 311 |
|