Johnson Investment Counsel’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
Q3
$2.7M Buy
2025
Q2
$1.51M Buy
2025
Q1
$1.17M Sell
2024
Q4
$1.88M Buy
2024
Q3
$1.23M Sell
2024
Q2
$1.34M Buy
2024
Q1
$1.32M Sell
2023
Q4
$2.39M Buy
2023
Q3
$1.09M Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.25M Buy
2022
Q3
$1.14M Hold
2022
Q2
$1.18M Buy
2022
Q1
$1.38M Buy
2021
Q4
$1.46M Sell
2021
Q3
$1.42M Sell
2021
Q2
$1.48M Buy
2021
Q1
$1.37M Buy
2020
Q4
$1.23M Buy
2020
Q3
$973K Buy
2020
Q2
$894K Sell
2020
Q1
$714K Buy
2019
Q4
$440K Buy