James J. Burns & Company’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
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|
2025
Q1 | $4.34M | Sell |
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|
2024
Q4 | $4.86M | Sell |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $4.01M | Buy |
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|
2023
Q3 | $3.36M | Sell |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $737K | Buy |
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