KCM
Kendall Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
310,495
+7,457
| +2% | +$505K | 5.57% | 1 |
|
|
2025
Q1 | $19M | Buy |
303,038
+10,239
| +3% | +$640K | 5.57% | 1 |
|
|
2024
Q4 | $19.9M | Buy |
292,799
+115,244
| +65% | +$7.84M | 5.83% | 1 |
|
|
2024
Q3 | $12M | Buy |
177,555
+9,606
| +6% | +$651K | 3.71% | 1 |
|
|
2024
Q2 | $10.5M | Buy |
167,949
+10,594
| +7% | +$663K | 3.51% | 1 |
|
|
2024
Q1 | $10.3M | Buy |
157,355
+9,024
| +6% | +$592K | 3.55% | 1 |
|
|
2023
Q4 | $9.13M | Buy |
148,331
+9,058
| +7% | +$558K | 3.55% | 1 |
|
|
2023
Q3 | $7.59M | Buy |
139,273
+9,046
| +7% | +$493K | 3.37% | 2 |
|
|
2023
Q2 | $7.48M | Buy |
130,227
+11,651
| +10% | +$670K | 3.28% | 3 |
|
|
2023
Q1 | $6.5M | Buy |
118,576
+12,589
| +12% | +$690K | 3.12% | 3 |
|
|
2022
Q4 | $5.63M | Buy |
105,987
+27,161
| +34% | +$1.44M | 2.85% | 4 |
|
|
2022
Q3 | $3.92M | Buy |
78,826
+9,300
| +13% | +$463K | 2.28% | 5 |
|
|
2022
Q2 | $3.59M | Buy |
69,526
+17,060
| +33% | +$881K | 1.98% | 8 |
|
|
2022
Q1 | $3.27M | Buy |
52,466
+34,812
| +197% | +$2.17M | 1.58% | 13 |
|
|
2021
Q4 | $1.17M | Buy |
+17,654
| New | +$1.17M | 0.56% | 60 |
|