Kestra Advisory Services’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 | $974K | Sell |
14,377
-30
| -0.2% | -$2.03K | ﹤0.01% | 1492 |
|
|
2025
Q1 | $901K | Sell |
14,407
-3,416
| -19% | -$214K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $1.21M | Buy |
17,823
+1,690
| +10% | +$115K | 0.01% | 1287 |
|
|
2024
Q3 | $1.09M | Sell |
16,133
-45,390
| -74% | -$3.07M | 0.01% | 1266 |
|
|
2024
Q2 | $3.85M | Buy |
61,523
+13,808
| +29% | +$864K | 0.02% | 684 |
|
|
2024
Q1 | $3.13M | Buy |
+47,715
| New | +$3.13M | 0.02% | 691 |
|