L.K. Benson & Company’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
$795K Buy
11,730
+93
+0.8% +$6.3K 0.49% 49
2025
Q1
$728K Buy
11,637
+51
+0.4% +$3.19K 0.5% 46
2024
Q4
$788K Buy
+11,586
New +$788K 0.56% 42