JPMorgan Chase & Co’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 | $1.35M | Sell |
19,926
-23,494
| -54% | -$1.59M | ﹤0.01% | 3573 |
|
2025
Q1 | $2.72M | Buy |
43,420
+8,783
| +25% | +$549K | ﹤0.01% | 3064 |
|
2024
Q4 | $2.36M | Buy |
34,637
+23,431
| +209% | +$1.59M | ﹤0.01% | 3287 |
|
2024
Q3 | $759K | Buy |
11,206
+3,998
| +55% | +$271K | ﹤0.01% | 3790 |
|
2024
Q2 | $451K | Sell |
7,208
-3,644
| -34% | -$228K | ﹤0.01% | 3903 |
|
2024
Q1 | $712K | Sell |
10,852
-12,077
| -53% | -$792K | ﹤0.01% | 3754 |
|
2023
Q4 | $1.41M | Buy |
22,929
+12,090
| +112% | +$744K | ﹤0.01% | 3336 |
|
2023
Q3 | $591K | Sell |
10,839
-10,553
| -49% | -$575K | ﹤0.01% | 3650 |
|
2023
Q2 | $1.23M | Buy |
21,392
+165
| +0.8% | +$9.48K | ﹤0.01% | 3301 |
|
2023
Q1 | $1.16M | Sell |
21,227
-1,987
| -9% | -$109K | ﹤0.01% | 3363 |
|
2022
Q4 | $1.23M | Buy |
+23,214
| New | +$1.23M | ﹤0.01% | 3249 |
|
2020
Q3 | – | Sell |
-100
| Closed | -$4K | – | 4990 |
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 4585 |
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 4566 |
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 4581 |
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 4659 |
|
2019
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 4723 |
|