Kestra Advisory Services’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
$1.4M Buy
2025
Q2
$974K Sell
2025
Q1
$901K Sell
2024
Q4
$1.21M Buy
2024
Q3
$1.09M Sell
2024
Q2
$3.85M Buy
2024
Q1
$3.13M Buy