Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Kovitz Investment Group Partners’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16M Buy
236,044
+19,353
+9% +$1.31M 0.07% 232
2025
Q1 		$13.6M Buy
216,691
+7,838
+4% +$490K 0.07% 222
2024
Q4 		$14.2M Buy
208,853
+9,201
+5% +$626K 0.07% 212
2024
Q3 		$13.5K Buy
199,652
+12,465
+7% +$844 ﹤0.01% 1017
2024
Q2 		$11.7M Buy
+187,187
New +$11.7M 0.1% 150