Jones Financial Companies’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
$229K Buy
2025
Q2
$60.6K Buy
2025
Q1
$24.6K Buy
2024
Q4
$17.2K Buy