Kestra Investment Management’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 Q1	–	Sell	-549,769	Closed	-$37.4M	–	1342
2024 Q4	$37.4M	Buy	549,769 +219,514	+66%	+$14.9M	1.47%	20
2024 Q3	$22.4M	Buy	330,255 +38,253	+13%	+$2.59M	0.96%	27
2024 Q2	$18.3M	Buy	+292,002	New	+$18.3M	1.24%	23