Jones Financial Companies’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
Q2
$60.6K Buy
897
+504
+128% +$34.1K ﹤0.01% 2143
2025
Q1
$24.6K Buy
393
+140
+55% +$8.77K ﹤0.01% 2353
2024
Q4
$17.2K Buy
+253
New +$17.2K ﹤0.01% 2315