Kestra Private Wealth 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 Q1	–	Sell	-8,292	Closed	-$564K	–	1558
2024 Q4	$564K	Buy	8,292 +4,130	+99%	+$281K	0.01%	868
2024 Q3	$282K	Sell	4,162 -1,051	-20%	-$71.2K	0.01%	1106
2024 Q2	$326K	Buy	5,213 +1,248	+31%	+$78.1K	0.01%	1012
2024 Q1	$260K	Buy	+3,965	New	+$260K	0.01%	1071